Congress Wealth Management LLC Ishares Inc Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 41,013 shares of EPP stock, worth $1.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
41,013
Previous 53,305
23.06%
Holding current value
$1.9 Million
Previous $2.29 Million
12.61%
% of portfolio
0.03%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding EPP
# of Institutions
199Shares Held
34.1MCall Options Held
0Put Options Held
5.5K-
Goldman Sachs Group Inc New York, NY11.3MShares$522 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY8.77MShares$406 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.78MShares$129 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.87MShares$86.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.7MShares$78.8 Million0.01% of portfolio