Modern Wealth Management, LLC Vanguard Industrial ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,161 shares of VIS stock, worth $307,583. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,161
Previous 1,238
6.22%
Holding current value
$307,583
Previous $291 Million
3.66%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VIS
# of Institutions
522Shares Held
17.8MCall Options Held
2.4KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.23 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.21MShares$1.12 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$233 Million4.67% of portfolio
-
Beacon Capital Management, Inc.651KShares$172 Million7.29% of portfolio
-
Morgan Stanley New York, NY644KShares$171 Million0.01% of portfolio