Congress Wealth Management LLC Ishares Esg Advanced Msci Eafe Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Congress Wealth Management LLC holds 14,794 shares of DMXF stock, worth $963,977. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,794

Previous 14,931 0.92%

Holding current value

$963,977

Previous $1.01 Million 5.86%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$64.83 - $72.82 $8,881 - $9,976	-137 Reduced 0.92%	14,794 $1.07 Million
Q2 2024 Aug 13, 2024	SELL	$64.36 - $70.16 $15,575 - $16,978	-242 Reduced 1.59%	14,931 $1.01 Million
Q1 2024 Apr 18, 2024	SELL	$62.17 - $69.12 $7,646 - $8,501	-123 Reduced 0.8%	15,173 $1.03 Million
Q4 2023 Feb 09, 2024	BUY	$54.4 - $64.25 $87,747 - $103,635	1,613 Added 11.79%	15,296 $977,000
Q3 2023 Oct 30, 2023	BUY	$56.74 - $62.52 $163,297 - $179,932	2,878 Added 26.64%	13,683 $781,000
Q2 2023 Jul 13, 2023	SELL	$59.18 - $61.93 $650 - $681	-11 Reduced 0.1%	10,805 $658,000
Q1 2023 Apr 14, 2023	BUY	$54.76 - $60.35 $104,591 - $115,268	1,910 Added 21.45%	10,816 $644,000
Q4 2022 Feb 02, 2023	BUY	$45.93 - $56.24 $61,959 - $75,867	1,349 Added 17.85%	8,906 $483,000
Q3 2022 Nov 08, 2022	BUY	$46.24 - $56.04 $70,654 - $85,629	1,528 Added 25.34%	7,557 $352,000
Q2 2022 Aug 11, 2022	BUY	$50.93 - $62.33 $307,056 - $375,787	6,029 New	6,029 $314,000

Others Institutions Holding DMXF

# of Institutions

210

Shares Held

8.57M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Ishares Esg Advanced Msci Eafe Transaction History