Congress Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Congress Wealth Management LLC holds 41,203 shares of SGOV stock, worth $4.15 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
41,203
Previous 43,009
4.2%
Holding current value
$4.15 Million
Previous $4.31 Million
3.78%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
618Shares Held
79.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$392 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$391 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$243 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$180 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio