O'Brien Wealth Partners LLC Vanguard Small Cap ETF Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 924 shares of VB stock, worth $201,330. This represents 0.04% of its overall portfolio holdings.
Number of Shares
924
Previous 1,040
11.15%
Holding current value
$201,330
Previous $246,000
9.76%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,335Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.41 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.64 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.6 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.24 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.15 Billion0.42% of portfolio