Congress Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 41,981 shares of VOO stock, worth $22.1 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
41,981
Previous 43,986
4.56%
Holding current value
$22.1 Million
Previous $21.1 Million
0.7%
% of portfolio
0.34%
Previous 0.37%
Shares
11 transactions
Others Institutions Holding VOO
# of Institutions
3,001Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.2 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.1 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.1 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.5 Billion0.78% of portfolio