Institute For Wealth Management, Llc. Vanguard Growth ETF Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,863 shares of VUG stock, worth $3.47 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
9,863
Previous 10,523
6.27%
Holding current value
$3.47 Million
Previous $4.32 Million
15.33%
% of portfolio
0.48%
Previous 0.55%
Shares
26 transactions
Others Institutions Holding VUG
# of Institutions
2,671Shares Held
264MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$15.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$4.89 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$2.88 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.67 Billion6.58% of portfolio