Primoris Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,680 shares of VUG stock, worth $1.03 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
2,680
Previous 2,548
5.18%
Holding current value
$1.03 Million
Previous $952,000
7.98%
% of portfolio
0.74%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,312Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$16.6 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.86 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.25 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.32 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.22 Billion1.11% of portfolio