Optivise Advisory Services LLC Vanguard Mid Cap ETF Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,569 shares of VO stock, worth $692,242. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,569
Previous 2,441
5.24%
Holding current value
$692,242
Previous $644 Million
5.37%
% of portfolio
0.37%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,291Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.03 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.7 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.46 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.18 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.07 Billion0.15% of portfolio