Congress Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,805 shares of SDG stock, worth $511,736. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,805
Previous 6,911
1.53%
Holding current value
$511,736
Previous $518,000
11.2%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SDG
# of Institutions
128Shares Held
1.35MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$21.8 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.88 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC102KShares$7.66 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.98 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC49.5KShares$3.72 Million0.13% of portfolio