Congress Wealth Management LLC Abrdn Etfs Abrdn Bloomberg All Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Abrdn Etfs Abrdn Bloomberg All stock. As of the latest transaction made, Congress Wealth Management LLC holds 78,941 shares of BCD stock, worth $2.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
78,941
Previous 74,828
5.5%
Holding current value
$2.7 Million
Previous $2.45 Million
1.15%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BCD
# of Institutions
70Shares Held
2.66MCall Options Held
0Put Options Held
0-
Great Lakes Advisors, LLC Chicago, IL739KShares$25.2 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC138KShares$4.72 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA131KShares$4.48 Million2.82% of portfolio
-
Envestnet Asset Management Inc131KShares$4.47 Million0.0% of portfolio
-
Impact Investors, Inc San Francisco, CA106KShares$3.61 Million2.57% of portfolio