Congress Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Congress Wealth Management LLC holds 870,067 shares of VTIP stock, worth $43.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
870,067
Previous 855,218
1.74%
Holding current value
$43.7 Million
Previous $41.4 Million
4.85%
% of portfolio
0.55%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding VTIP
# of Institutions
896Shares Held
183MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$933 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$747 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$438 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$309 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$308 Million1.84% of portfolio