Congress Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,925 shares of USXF stock, worth $645,603. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,925
Previous 16,544
21.88%
Holding current value
$645,603
Previous $811,000
20.84%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding USXF
# of Institutions
257Shares Held
20.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.08MShares$254 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$135 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.51MShares$75.3 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$52.4 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA649KShares$32.4 Million1.17% of portfolio