Congress Wealth Management LLC Ishares Tr Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 283,760 shares of IEFA stock, worth $20.4 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
283,760
Previous 298,529
4.95%
Holding current value
$20.4 Million
Previous $21.7 Million
2.13%
% of portfolio
0.31%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding IEFA
# of Institutions
1,998Shares Held
1.42BCall Options Held
164KPut Options Held
52.1K-
Bank Of America Corp Charlotte, NC183MShares$13.1 Billion1.2% of portfolio
-
Morgan Stanley New York, NY100MShares$7.22 Billion0.58% of portfolio
-
Jones Financial Companies Lllp87.4MShares$6.29 Billion7.0% of portfolio
-
Wells Fargo & Company San Francisco, CA62.4MShares$4.49 Billion1.12% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.24 Billion14.41% of portfolio