Fsm Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 890 shares of VO stock, worth $240,753. This represents 0.06% of its overall portfolio holdings.
Number of Shares
890
Previous 762
16.8%
Holding current value
$240,753
Previous $201,000
16.92%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,293Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio