Congress Wealth Management LLC Ishares Msci Eafe Min Vol Fact Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Congress Wealth Management LLC holds 58,571 shares of EFAV stock, worth $4.26 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
58,571
Previous 60,545
3.26%
Holding current value
$4.26 Million
Previous $4.2 Million
6.98%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding EFAV
# of Institutions
508Shares Held
61.8MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC29.2MShares$2.13 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$333 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.15MShares$156 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.02MShares$147 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$96.9 Million0.09% of portfolio