Congress Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,636 shares of IUSV stock, worth $354,691. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,636
Previous 3,636
-0.0%
Holding current value
$354,691
Previous $320,000
8.44%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
725Shares Held
160MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$6.17 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.3 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.58MShares$837 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$479 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$420 Million7.92% of portfolio