Congress Wealth Management LLC Ishares Esg Advanced Msci Em E Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Em E stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,916 shares of EMXF stock, worth $559,932. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,916
Previous 10,573
12.7%
Holding current value
$559,932
Previous $404,000
26.24%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding EMXF
# of Institutions
54Shares Held
1.09MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA213KShares$10 Million0.01% of portfolio
-
Bailard, Inc.113KShares$5.3 Million0.11% of portfolio
-
Invera Wealth Advisors, LLC Bend, OR108KShares$5.09 Million3.23% of portfolio
-
Cambridge Financial Group, LLC Tucson, AZ85.7KShares$4.03 Million1.25% of portfolio
-
Values Added Financial LLC Washington, DC76.6KShares$3.6 Million1.54% of portfolio