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Ishares U S Etf Tr shr mat mu etf shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $335k 6.7k 50.12

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Goldman Sachs (GS)
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Global X Fds Us Infr Dev Etf (PAVE)
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Select Sector Spdr Tr Energy (XLE)
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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Ishares U S Etf Tr shr mat mu etf

Bank of America Corporation
Rockwood Wealth Management
Resonant Capital Advisors
Foster Group
Ullmann Financial
Jpmorgan Chase & Co
Portfolio Design Labs
Quotient Wealth Partners
Colony
Smart Money Group
CWM
Pine Harbor Wealth Management
Advisor Group Holdings
HighTower Advisors
Integrated Investment Consultants

View all funds holding Ishares U S Etf Tr shr mat mu etf