Congress Wealth Management LLC Vanguard Utilities ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,769 shares of VPU stock, worth $467,047. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,769Holding current value
$467,047% of portfolio
0.01%Shares
9 transactions
Others Institutions Holding VPU
# of Institutions
621Shares Held
17.3MCall Options Held
39.4KPut Options Held
20.4K-
Wealthfront Advisers LLC4.58MShares$773 Million0.62% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$174 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$162 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$120 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio