Level Financial Advisors, Inc. Vanguard Growth ETF Transaction History
Level Financial Advisors, Inc.
- $243 Million
- Q3 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 6,867 shares of VUG stock, worth $2.93 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
6,867
Previous 4,962
38.39%
Holding current value
$2.93 Million
Previous $1.86 Million
42.1%
% of portfolio
1.08%
Previous 0.85%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio