Congress Wealth Management LLC Ishares Esg Advanced Msci Em E Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Em E stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,242 shares of EMXF stock, worth $423,609. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,242
Previous 11,679
12.3%
Holding current value
$423,609
Previous $415,000
9.64%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding EMXF
# of Institutions
38Shares Held
862KCall Options Held
0Put Options Held
0-
Invera Wealth Advisors, LLC Bend, OR111KShares$4.6 Million4.37% of portfolio
-
Sei Investments CO Oaks, PA107KShares$4.43 Million0.01% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA90.2KShares$3.73 Million2.78% of portfolio
-
Bailard, Inc.76.9KShares$3.18 Million0.08% of portfolio
-
Flow Traders U.S. LLC New York, NY76.6KShares$3.17 Million0.14% of portfolio