Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Congress Wealth Management LLC / DE / »

iShares Dow Jones Transport. Avg. shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in iShares Dow Jones Transport. Avg.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Transport. Avg. held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Dow Jones Transport. Avg. by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$809k	12k	68.91
2024-03-31	$742k	11k	70.40
2023-12-31	$688k	2.6k	262.49
2023-09-30	$608k	2.6k	233.80

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)

Apple (AAPL)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Financial (XLF)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Select Sector Spdr Tr Communication (XLC)

Spdr Ser Tr Portfli Intrmdit (SPTI)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Coca-Cola Company (KO)

Meta Platforms Cl A (META)

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding iShares Dow Jones Transport. Avg.

Morgan Stanley

Goldman Sachs Group

Two Sigma Investments

Scopus Asset Management

Barclays

Healthcare Of Ontario Pension Plan Trust Fund

First Financial Bankshares

Nomura Holdings

Wells Fargo & Company

Susquehanna International

Two Sigma Advisers

Citadel Advisors

Bank of America Corporation

LPL Financial

Bnp Paribas Arbitrage, Snc

View all funds holding iShares Dow Jones Transport. Avg.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z