Congress Wealth Management LLC Ishares Ibonds Dec 2025 Term C Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Congress Wealth Management LLC holds 513,564 shares of IBDQ stock, worth $12.9 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
513,564Holding current value
$12.9 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
365Shares Held
75.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.38MShares$160 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.48MShares$87.5 Million0.28% of portfolio
-
Morgan Stanley New York, NY3.21MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.67MShares$67.1 Million0.02% of portfolio