Congress Wealth Management LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Congress Wealth Management LLC holds 15,982 shares of SUSB stock, worth $402,746. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,982
Previous 15,980
0.01%
Holding current value
$402,746
Previous $399,000
0.75%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SUSB
# of Institutions
331Shares Held
29.4MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.17MShares$80 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$30.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.03MShares$25.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6977KShares$24.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN812KShares$20.5 Million0.0% of portfolio