Congress Wealth Management LLC First Tr Exchange Traded Fd Ii Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Congress Wealth Management LLC holds 476,966 shares of FMB stock, worth $24.5 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
476,966
Previous 688,749
30.75%
Holding current value
$24.5 Million
Previous $35.2 Million
29.53%
% of portfolio
0.34%
Previous 0.57%
Shares
12 transactions
Others Institutions Holding FMB
# of Institutions
309Shares Held
29.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.86MShares$147 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.51MShares$129 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.45MShares$126 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$89.3 Million0.01% of portfolio
-
Ubs Group Ag1.66MShares$85.1 Million0.02% of portfolio