Prevail Innovative Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Prevail Innovative Wealth Advisors, LLC
- $515 Billion
- Q3 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 630 shares of VUG stock, worth $304,617. This represents 0.06% of its overall portfolio holdings.
Number of Shares
630
Previous 630
-0.0%
Holding current value
$304,617
Previous $276 Million
9.4%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio