Lewis Asset Management, LLC Vanguard Financial ETF Transaction History
Lewis Asset Management, LLC
- $137 Billion
- Q3 2024
A detailed history of Lewis Asset Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Lewis Asset Management, LLC holds 4,766 shares of VFH stock, worth $539,463. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,766
Previous 4,755
0.23%
Holding current value
$539,463
Previous $475 Million
10.31%
% of portfolio
0.38%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
667Shares Held
50.8MCall Options Held
59.5KPut Options Held
10.6K-
Bank Of America Corp Charlotte, NC23.5MShares$2.66 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$313 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$198 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$172 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$159 Million0.03% of portfolio