Mission Wealth Management, LP Vanguard Small Cap ETF Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 1,046,712 shares of VB stock, worth $256 Million. This represents 5.93% of its overall portfolio holdings.
Number of Shares
1,046,712
Previous 1,013,079
3.32%
Holding current value
$256 Million
Previous $240 Million
4.66%
% of portfolio
5.93%
Previous 5.87%
Shares
32 transactions
Others Institutions Holding VB
# of Institutions
2,273Shares Held
158MCall Options Held
102KPut Options Held
34.7K-
Bank Of America Corp Charlotte, NC25.1MShares$6.13 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.79 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.39 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio