Congress Wealth Management LLC Vanguard Russell 1000 Growth E Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Congress Wealth Management LLC holds 481,631 shares of VONG stock, worth $49.4 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
481,631
Previous 596,997
19.32%
Holding current value
$49.4 Million
Previous $56 Million
16.99%
% of portfolio
0.65%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding VONG
# of Institutions
658Shares Held
142MCall Options Held
15.7KPut Options Held
600-
Bank Of America Corp Charlotte, NC30MShares$3.07 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.07 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.08MShares$624 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$531 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$478 Million1.35% of portfolio