Congress Wealth Management LLC Ishares Msci Eafe Min Vol Fact Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Congress Wealth Management LLC holds 60,545 shares of EFAV stock, worth $4.67 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
60,545
Previous 43,596
38.88%
Holding current value
$4.67 Million
Previous $3.09 Million
35.89%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding EFAV
# of Institutions
505Shares Held
63.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC29.2MShares$2.25 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$352 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.15MShares$165 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.1MShares$162 Million0.05% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.63MShares$126 Million5.84% of portfolio