Congress Wealth Management LLC Ishares Us ETF Tr Bloomberg Ro Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Congress Wealth Management LLC holds 108,421 shares of CMDY stock, worth $5.9 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
108,421Holding current value
$5.9 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding CMDY
# of Institutions
69Shares Held
3.03MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc406KShares$22.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN383KShares$20.8 Million0.0% of portfolio
-
Td Waterhouse Canada Inc. Toronto, A6290KShares$15.8 Million0.1% of portfolio
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Principal Securities, Inc. Des Moines, IA269KShares$14.6 Million0.23% of portfolio
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Disciplina Capital Management LLC Nashville, TN160KShares$8.73 Million1.03% of portfolio