Congress Wealth Management LLC Vanguard S&P Small Cap 600 Val Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VIOV
# of Institutions
186Shares Held
6.24MCall Options Held
0Put Options Held
0-
Ubs Group Ag343KShares$32.9 Million0.01% of portfolio
-
N.E.W. Advisory Services LLC321KShares$30.7 Million2.89% of portfolio
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Morgan Stanley New York, NY303KShares$29 Million0.0% of portfolio
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One Day In July LLC214KShares$20.5 Million2.17% of portfolio
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Envestnet Asset Management Inc194KShares$18.6 Million0.01% of portfolio