Congress Wealth Management LLC Goldman Sachs Access Treasury Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Congress Wealth Management LLC holds 57,657 shares of GBIL stock, worth $5.77 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
57,657
Previous 70,507
18.23%
Holding current value
$5.77 Million
Previous $7.06 Million
18.06%
% of portfolio
0.08%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding GBIL
# of Institutions
327Shares Held
45.1MCall Options Held
0Put Options Held
0-
Acr Alpine Capital Research, LLC6.17MShares$617 Million19.82% of portfolio
-
Betterment LLC New York, NY5.42MShares$542 Million1.31% of portfolio
-
Morgan Stanley New York, NY4.51MShares$451 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.54MShares$254 Million0.02% of portfolio
-
Miracle Mile Advisors, LLC2.03MShares$203 Million4.89% of portfolio