Congress Wealth Management LLC Ishares Tr Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,106 shares of GVI stock, worth $3.77 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,106
Previous 33,756
4.0%
Holding current value
$3.77 Million
Previous $3.51 Million
3.76%
% of portfolio
0.06%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding GVI
# of Institutions
275Shares Held
25.7MCall Options Held
0Put Options Held
2.9K-
Envestnet Asset Management Inc1.85MShares$198 Million0.07% of portfolio
-
Stifel Financial Corp St. Louis, MO1.79MShares$192 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$169 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY1.2MShares$129 Million7.91% of portfolio
-
Fifth Third Bancorp1.15MShares$123 Million0.46% of portfolio