Congress Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 65,279 shares of VOO stock, worth $35.8 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
65,279
Previous 41,981
55.5%
Holding current value
$35.8 Million
Previous $21 Million
64.06%
% of portfolio
0.48%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding VOO
# of Institutions
3,114Shares Held
388MCall Options Held
1.09MPut Options Held
1.12M-
Vanguard Group Inc Valley Forge, PA30MShares$16.5 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.6 Billion1.03% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.9 Billion0.78% of portfolio