Congress Wealth Management LLC Vanguard Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,416 shares of VGSH stock, worth $722,611. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,416
Previous 12,369
0.38%
Holding current value
$722,611
Previous $721,000
0.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
895Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$398 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$398 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.73MShares$391 Million0.15% of portfolio