Lumature Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 18,037 shares of VOE stock, worth $2.91 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
18,037
Previous 16,920
6.6%
Holding current value
$2.91 Million
Previous $2.27 Million
10.01%
% of portfolio
1.49%
Previous 1.28%
Shares
11 transactions
Others Institutions Holding VOE
# of Institutions
1,201Shares Held
71.8MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$753 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$727 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$634 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$515 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$497 Million0.04% of portfolio