Centricity Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,045 shares of VB stock, worth $260,873. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,045Holding current value
$260,873% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,178Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
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Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
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Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio