Mount Yale Investment Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,035 shares of VONG stock, worth $618,376. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,035
Previous 7,025
0.14%
Holding current value
$618,376
Previous $725,000
10.07%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
783Shares Held
151MCall Options Held
25.9KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC29.1MShares$2.56 Billion0.26% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$912 Million6.89% of portfolio
-
Morgan Stanley New York, NY7MShares$615 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.53MShares$486 Million0.24% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$407 Million1.45% of portfolio