Congress Wealth Management LLC Goldman Sachs ETF Tr Actvebeta Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Goldman Sachs ETF Tr Actvebeta stock. As of the latest transaction made, Congress Wealth Management LLC holds 26,564 shares of GEM stock, worth $905,035. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,564
Previous 26,564
-0.0%
Holding current value
$905,035
Previous $867,000
7.5%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding GEM
# of Institutions
146Shares Held
26.8MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY4.02MShares$137 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA3.15MShares$107 Million3.86% of portfolio
-
Wells Fargo & Company San Francisco, CA2.57MShares$87.4 Million0.02% of portfolio
-
Wms Partners, LLC1.58MShares$54 Million3.42% of portfolio
-
Betterment LLC New York, NY1.54MShares$52.5 Million0.13% of portfolio