Congress Wealth Management LLC Ishares Tr North Amern Nat Res Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Congress Wealth Management LLC holds 34,677 shares of IGE stock, worth $1.53 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,677
Previous 34,479
0.57%
Holding current value
$1.53 Million
Previous $1.52 Million
2.5%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding IGE
# of Institutions
157Shares Held
8.1MCall Options Held
1.1KPut Options Held
1K-
Assetmark, Inc1.21MShares$53.3 Million0.14% of portfolio
-
Morgan Stanley New York, NY953KShares$42 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC736KShares$32.5 Million0.0% of portfolio
-
Family Firm, Inc.493KShares$21.7 Million3.64% of portfolio
-
Citizens & Northern Corp438KShares$19.3 Million5.18% of portfolio