Axxcess Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 253,457 shares of VO stock, worth $68.5 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
253,457
Previous 253,180
0.11%
Holding current value
$68.5 Million
Previous $66.8 Million
0.22%
% of portfolio
1.69%
Previous 1.71%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,287Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio