Pine Harbor Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 917 shares of VB stock, worth $227,920. This represents 0.11% of its overall portfolio holdings.
Number of Shares
917
Previous 921
0.43%
Holding current value
$227,920
Previous $201 Million
8.43%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,187Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.24 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.82 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.79 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.29 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.27 Billion0.28% of portfolio