Congress Wealth Management LLC / DE /

Q1 2024 13F Detailed Holdings

Location
Boston, MA
Holdings as of
3/31/2024
Value ($000)
$5,790,256
Num holdings
577
Date filed
4/18/2024
Form type
13F-HR
Prev filing
2/9/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Andersen
2 Elie
3 Fitzgerald
4 Guild
5 Lagan
6 OKeefe
7 OReilly
8 Solomon
9 Turbiner
10 VanHulzen