Level Financial Advisors, Inc. Vanguard Small Cap ETF Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 3,942 shares of VB stock, worth $992,635. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,942
Previous 2,738
43.97%
Holding current value
$992,635
Previous $649,000
45.92%
% of portfolio
0.38%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding VB
# of Institutions
2,144Shares Held
151MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.32 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio