Congress Wealth Management LLC Ishares Tr Esg Advanced Total Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Congress Wealth Management LLC holds 17,571 shares of EUSB stock, worth $751,687. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,571
Previous 17,181
2.27%
Holding current value
$751,687
Previous $731,000
6.43%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding EUSB
# of Institutions
154Shares Held
13.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$213 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.83MShares$78.3 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$28.3 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA506KShares$21.6 Million0.81% of portfolio
-
Impac Tfolio, LLC409KShares$17.5 Million9.36% of portfolio