Wealth Management Strategies, Inc. Vanguard Small Cap ETF Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 26,040 shares of VB stock, worth $6.41 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
26,040Holding current value
$6.41 Million% of portfolio
4.86%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,316Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.11 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.86 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.8 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.4 Billion0.32% of portfolio
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Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio