Allen Wealth Management, LLC Vanguard Energy ETF Transaction History
Allen Wealth Management, LLC
- $140 Billion
- Q4 2024
A detailed history of Allen Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Allen Wealth Management, LLC holds 89,747 shares of VDE stock, worth $11.4 Million. This represents 7.8% of its overall portfolio holdings.
Number of Shares
89,747
Previous 88,876
0.98%
Holding current value
$11.4 Million
Previous $10.9 Billion
0.02%
% of portfolio
7.8%
Previous 7.55%
Shares
5 transactions
Others Institutions Holding VDE
# of Institutions
740Shares Held
28.1MCall Options Held
142KPut Options Held
23.2K-
Wealthfront Advisers LLC5.41MShares$687 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$318 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$213 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$173 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$150 Million0.03% of portfolio