Catalytic Wealth Ria, LLC Vanguard Small Cap ETF Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 6,976 shares of VB stock, worth $1.7 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,976
Previous 6,150
13.43%
Holding current value
$1.7 Million
Previous $1.34 Billion
23.4%
% of portfolio
0.29%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio