Benchmark Financial Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Benchmark Financial Wealth Advisors, LLC
- $311 Million
- Q4 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 1,455 shares of VB stock, worth $363,226. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,455
Previous 912
59.54%
Holding current value
$363,226
Previous $216,000
61.57%
% of portfolio
0.11%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,187Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio