Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 29,455 shares of VB stock, worth $7 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
29,455
Previous 28,934
1.8%
Holding current value
$7 Million
Previous $6.86 Billion
3.12%
% of portfolio
3.36%
Previous 3.51%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,321Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio