Epic Trust Investment Advisors, LLC Vanguard Mid Cap ETF Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,500 shares of VO stock, worth $398,700. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,601
6.31%
Holding current value
$398,700
Previous $400,000
9.25%
% of portfolio
0.43%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,035Shares Held
171MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.25 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio