Congress Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,719 shares of QUAL stock, worth $310,898. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,719
Previous 1,245
38.07%
Holding current value
$310,898
Previous $212,000
45.28%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding QUAL
# of Institutions
1,445Shares Held
226MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.16 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.66 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.64 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.42 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.38 Billion0.11% of portfolio