Congress Wealth Management LLC Ishares Msci Europe Financials Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Europe Financials stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,206,154 shares of EUFN stock, worth $35.9 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,206,154
Previous 1,204,246 0.16%
Holding current value
$35.9 Million
Previous $29.8 Million 5.63%
% of portfolio
0.41%
Previous 0.41%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$23.06 - $24.69 $43,998 - $47,108
1,908 Added 0.16%
1,206,154 $28.1 Million
Q3 2024

Nov 12, 2024
SELL
$21.54 - $25.01 $255,292 - $296,418
-11,852 Reduced 0.97%
1,204,246 $29.8 Million
Q2 2024

Aug 13, 2024
SELL
$21.59 - $24.25 $308,240 - $346,217
-14,277 Reduced 1.16%
1,216,098 $27.2 Million
Q1 2024

Apr 18, 2024
BUY
$20.08 - $22.78 $334,472 - $379,446
16,657 Added 1.37%
1,230,375 $28 Million
Q4 2023

Feb 09, 2024
BUY
$17.89 - $21.13 $86,015 - $101,593
4,808 Added 0.4%
1,213,718 $25.4 Million
Q3 2023

Oct 30, 2023
BUY
$18.56 - $20.19 $190,759 - $207,512
10,278 Added 0.86%
1,208,910 $22.9 Million
Q2 2023

Jul 13, 2023
BUY
$18.51 - $19.92 $293,235 - $315,572
15,842 Added 1.34%
1,198,632 $23 Million
Q1 2023

Apr 14, 2023
BUY
$17.38 - $20.21 $20.6 Million - $23.9 Million
1,182,790 New
1,182,790 $22.1 Million

Others Institutions Holding EUFN

# of Institutions
145
Shares Held
50.5M
Call Options Held
46K
Put Options Held
162K
View Full List

About ISHARES MSCI EUROPE FINANCIALS

EUFN Quotes by TradingView
  • Ticker EUFN
  • Sector ETFs
  • Industry ETFs
More about EUFN
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