Opes Wealth Management LLC Vanguard Value ETF Transaction History
Opes Wealth Management LLC
- $486 Million
- Q4 2024
A detailed history of Opes Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,266 shares of VTV stock, worth $223,069. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,266
Previous 1,208
4.8%
Holding current value
$223,069
Previous $210,000
1.9%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,416Shares Held
532MCall Options Held
250KPut Options Held
77.9K-
Bank Of America Corp Charlotte, NC118MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.49 Billion8.7% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.12 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.49 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.29 Billion0.5% of portfolio