Montis Financial, LLC Vanguard Industrial ETF Transaction History
Montis Financial, LLC
- $430 Million
- Q3 2025
A detailed history of Montis Financial, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Montis Financial, LLC holds 2,182 shares of VIS stock, worth $637,514. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,182
Previous 2,182
-0.0%
Holding current value
$637,514
Previous $611,000
5.73%
% of portfolio
0.15%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VIS
# of Institutions
586Shares Held
12.6MCall Options Held
3.3KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.92MShares$1.14 Billion0.08% of portfolio
-
Morgan Stanley New York, NY934KShares$273 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ924KShares$270 Million4.22% of portfolio
-
Wells Fargo & Company San Francisco, CA533KShares$156 Million0.03% of portfolio
-
Beacon Capital Management, Inc.398KShares$116 Million6.13% of portfolio