Congress Wealth Management LLC Ishares Esg Aware Msci Usa Sma Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Congress Wealth Management LLC holds 26,371 shares of ESML stock, worth $1.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,371
Previous 26,466
0.36%
Holding current value
$1.2 Million
Previous $1.02 Million
8.25%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding ESML
# of Institutions
414Shares Held
34.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.36MShares$107 Million0.3% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$91.6 Million0.01% of portfolio
-
Flputnam Investment Management CO Portland, ME2MShares$91.3 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.72MShares$78.7 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.59MShares$72.6 Million0.01% of portfolio