Congress Wealth Management LLC Goldman Sachs Access Treasury Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Congress Wealth Management LLC holds 68,548 shares of GBIL stock, worth $6.86 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
68,548
Previous 57,657
18.89%
Holding current value
$6.86 Million
Previous $5.78 Million
18.45%
% of portfolio
0.1%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding GBIL
# of Institutions
361Shares Held
45.1MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY5.63MShares$563 Million1.35% of portfolio
-
Acr Alpine Capital Research, LLC5.15MShares$515 Million12.02% of portfolio
-
Morgan Stanley New York, NY4.56MShares$456 Million0.03% of portfolio
-
Miracle Mile Advisors, LLC2.94MShares$294 Million6.22% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$251 Million0.02% of portfolio