Laurel Wealth Planning LLC Vanguard Mid Cap ETF Transaction History
Laurel Wealth Planning LLC
- $155 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,268Shares Held
187MCall Options Held
55.1KPut Options Held
13.3K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.17 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.81 Billion4.4% of portfolio
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Bank Of America Corp Charlotte, NC16.6MShares$4.57 Billion0.37% of portfolio
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Creative Planning Overland Park, KS8.09MShares$2.23 Billion2.08% of portfolio
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Morgan Stanley New York, NY7.67MShares$2.12 Billion0.15% of portfolio