Congress Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,914 shares of BSV stock, worth $224,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,914
Previous 2,889
0.87%
Holding current value
$224,669
Previous $222,000
0.45%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,218Shares Held
354MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.73 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio