Congress Wealth Management LLC Vanguard Star Fd Vanguard Tota Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Congress Wealth Management LLC holds 18,499 shares of VXUS stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,499
Previous 12,456
48.51%
Holding current value
$1.13 Million
Previous $751,000
59.39%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VXUS
# of Institutions
1,250Shares Held
287MCall Options Held
99.1KPut Options Held
69.4K-
Vanguard Group Inc Valley Forge, PA56.3MShares$3.43 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC21.2MShares$1.29 Billion0.11% of portfolio
-
Us Bancorp \De\13.3MShares$808 Million1.11% of portfolio
-
Envestnet Asset Management Inc11.7MShares$712 Million0.25% of portfolio
-
Morgan Stanley New York, NY9.33MShares$569 Million0.04% of portfolio