Congress Wealth Management LLC Vanguard Mega Cap Value Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,106 shares of MGV stock, worth $845,558. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,106
Previous 6,106
-0.0%
Holding current value
$845,558
Previous $786,000
1.91%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
561Shares Held
55.3MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio