Org Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 473 shares of VB stock, worth $113,335. This represents 0.08% of its overall portfolio holdings.
Number of Shares
473
Previous 116
307.76%
Holding current value
$113,335
Previous $27.5 Million
99.59%
% of portfolio
0.08%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,316Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.95 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.81 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.76 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.36 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio