Regent Peak Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Regent Peak Wealth Advisors LLC
- $449 Million
- Q4 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,404 shares of VO stock, worth $379,796. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,404
Previous 1,404
-0.0%
Holding current value
$379,796
Previous $370,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding VO
# of Institutions
2,293Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio