Philip James Wealth Mangement, LLC Vanguard Russell 1000 Growth E Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 62,174 shares of VONG stock, worth $6.56 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
62,174
Previous 60,949
2.01%
Holding current value
$6.56 Million
Previous $5.72 Billion
4.96%
% of portfolio
0.74%
Previous 3.81%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
667Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.19 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.1 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$657 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$546 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$492 Million1.35% of portfolio