First Purpose Wealth LLC Vanguard Large Cap ETF Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 1,757 shares of VV stock, worth $545,425. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,757
Previous 1,748
0.51%
Holding current value
$545,425
Previous $381,000
10.5%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VV
# of Institutions
1,423Shares Held
107MCall Options Held
20.7KPut Options Held
7K-
Jones Financial Companies Lllp17.3MShares$5.38 Billion3.66% of portfolio
-
Creative Planning Overland Park, KS12.4MShares$3.85 Billion2.96% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.03 Billion15.32% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.68MShares$1.14 Billion0.02% of portfolio
-
Morgan Stanley New York, NY2.83MShares$879 Million0.05% of portfolio