Lord & Richards Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 1,778 shares of VB stock, worth $422,435. This represents 0.9% of its overall portfolio holdings.
Number of Shares
1,778Holding current value
$422,435% of portfolio
0.9%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
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Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio