Congress Wealth Management LLC Ishares Tr Esg Advanced High Y Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 12,417 shares of HYXF stock, worth $582,853. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,417
Previous 12,083
2.76%
Holding current value
$582,853
Previous $552,000
1.45%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding HYXF
# of Institutions
63Shares Held
1.22MCall Options Held
0Put Options Held
0-
Sig Fig Wealth Management, LLC San Francisco, CA165KShares$7.73 Million0.28% of portfolio
-
Black Rock Inc. New York, NY112KShares$5.27 Million0.0% of portfolio
-
Financial Network Wealth Management LLC Draper, UT86.9KShares$4.08 Million1.47% of portfolio
-
Colorado Capital Management, Inc.71KShares$3.33 Million1.66% of portfolio
-
Commonwealth Equity Services, LLC63.4KShares$2.97 Million0.0% of portfolio