Congress Wealth Management LLC Vanguard Russell 2000 Growth E Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Congress Wealth Management LLC holds 56,237 shares of VTWG stock, worth $11.6 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
56,237
Previous 56,141
0.17%
Holding current value
$11.6 Million
Previous $11.1 Million
2.9%
% of portfolio
0.18%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding VTWG
# of Institutions
153Shares Held
2.4MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX360KShares$74.4 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC296KShares$61.3 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ168KShares$34.7 Million0.15% of portfolio
-
Cetera Investment Advisers Schaumburg, IL136KShares$28.1 Million0.06% of portfolio
-
Assetmark, Inc125KShares$25.8 Million0.07% of portfolio