Congress Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,465 shares of ITOT stock, worth $1.25 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,465
Previous 5,991
57.99%
Holding current value
$1.25 Million
Previous $711,000
67.09%
% of portfolio
0.02%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.26 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.43 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio