Cm Wealth Advisors LLC Vanguard Value ETF Transaction History
Cm Wealth Advisors LLC
- $359 Million
- Q3 2025
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 3,048 shares of VTV stock, worth $570,433. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,048
Previous 3,048
-0.0%
Holding current value
$570,433
Previous $538,000
5.58%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio