One Wealth Management Investment & Advisory Services, LLC Vanguard Mid Cap ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,426 shares of VO stock, worth $374,538. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,426
Previous 1,497
4.74%
Holding current value
$374,538
Previous $374 Million
7.7%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,038Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.15 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio