Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Congress Wealth Management LLC holds 33,848 shares of VGIT stock, worth $1.99 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,848
Previous 36,126
6.31%
Holding current value
$1.99 Million
Previous $2.1 Million
2.76%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
387MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.22 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.99 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.26 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$929 Million3.23% of portfolio