Congress Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,801 shares of IBDR stock, worth $256,523. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,801Holding current value
$256,523% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
458Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
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Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio