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 11,629 shares of IFRA stock, worth $544,469. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,629
Previous 11,929
2.51%
Holding current value
$544,469
Previous $517,000
5.42%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IFRA
# of Institutions
432Shares Held
41.9MCall Options Held
22.4KPut Options Held
500-
Envestnet Asset Management Inc6.91MShares$324 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$235 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$90.8 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.91MShares$89.4 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$69.6 Million0.01% of portfolio