Allen Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Allen Wealth Management, LLC
- $166 Billion
- Q4 2025
A detailed history of Allen Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Allen Wealth Management, LLC holds 44,640 shares of VO stock, worth $12.8 Million. This represents 7.8% of its overall portfolio holdings.
Number of Shares
44,640Holding current value
$12.8 Million% of portfolio
7.8%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,522Shares Held
221MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
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Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
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Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
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Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio