Congress Wealth Management LLC Ishares Esg Aware Msci Usa Sma Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 26,466 shares of ESML stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,466
Previous 30,634
13.61%
Holding current value
$1.1 Million
Previous $1.23 Million
17.44%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding ESML
# of Institutions
401Shares Held
33.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.14MShares$89 Million0.25% of portfolio
-
Flputnam Investment Management CO Portland, ME2.03MShares$84.2 Million1.47% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$83.4 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.81MShares$75.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$71.8 Million0.01% of portfolio