Congress Wealth Management LLC Ishares Tr Esg Advanced High Y 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 High Y stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,569 shares of HYXF stock, worth $588,229. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,569
Previous 12,417
1.22%
Holding current value
$588,229
Previous $560,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding HYXF
# of Institutions
65Shares Held
1.24MCall Options Held
0Put Options Held
0-
Sig Fig Wealth Management, LLC San Francisco, CA189KShares$8.85 Million0.33% of portfolio
-
Black Rock Inc. New York, NY112KShares$5.26 Million0.0% of portfolio
-
Financial Network Wealth Management LLC Draper, UT86.9KShares$4.07 Million1.47% of portfolio
-
Colorado Capital Management, Inc.71KShares$3.32 Million1.66% of portfolio
-
Ubs Group Ag64.7KShares$3.03 Million0.0% of portfolio