Congress Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,930 shares of USMV stock, worth $551,193. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,930
Previous 6,283
5.62%
Holding current value
$551,193
Previous $573,000
8.2%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding USMV
# of Institutions
1,373Shares Held
205MCall Options Held
7.3KPut Options Held
20K-
Morgan Stanley New York, NY16.7MShares$1.55 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.47 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.23 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$952 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$574 Million0.37% of portfolio