Congress Wealth Management LLC Ishares Tr Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 284,530 shares of IEFA stock, worth $21.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
284,530
Previous 283,848
0.24%
Holding current value
$21.1 Million
Previous $20 Million
5.75%
% of portfolio
0.37%
Previous 0.37%
Shares
10 transactions
Others Institutions Holding IEFA
# of Institutions
1,893Shares Held
1.47BCall Options Held
198KPut Options Held
49.7K-
Bank Of America Corp Charlotte, NC173MShares$12.9 Billion1.22% of portfolio
-
Morgan Stanley New York, NY89.1MShares$6.62 Billion0.54% of portfolio
-
Jones Financial Companies Lllp79MShares$5.87 Billion7.99% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.38 Billion14.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC58.6MShares$4.35 Billion13.32% of portfolio