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 8,289 shares of IFRA stock, worth $412,792. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,289
Previous 11,629
28.72%
Holding current value
$412,792
Previous $489,000
20.45%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IFRA
# of Institutions
445Shares Held
43.6MCall Options Held
36KPut Options Held
100-
Envestnet Asset Management Inc7.22MShares$360 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$108 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.91MShares$95.1 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$75.8 Million0.01% of portfolio