Carson Allaria Wealth Management, Ltd. Vanguard Dividend Appreciation Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 105 shares of VIG stock, worth $19,125. This represents 0.01% of its overall portfolio holdings.
Number of Shares
105
Previous 105
-0.0%
Holding current value
$19,125
Previous $19,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,485Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio