Congress Wealth Management LLC Ishares Msci Usa Equal Weighte Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,552 shares of EUSA stock, worth $925,875. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,552
Previous 4,720
102.37%
Holding current value
$925,875
Previous $416,000
119.71%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EUSA
# of Institutions
101Shares Held
4.92MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO819KShares$79.4 Million0.08% of portfolio
-
Schroder Investment Management Group London, X0535KShares$51.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$47.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc357KShares$34.6 Million0.01% of portfolio
-
Arkadios Wealth Advisors327KShares$31.7 Million1.91% of portfolio