Transform Wealth, LLC Vanguard Star Fd Vanguard Tota Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Transform Wealth, LLC holds 10,530 shares of VXUS stock, worth $643,172. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,530
Previous 8,113
29.79%
Holding current value
$643,172
Previous $525,000
18.1%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VXUS
# of Institutions
1,280Shares Held
304MCall Options Held
160KPut Options Held
71.7K-
Vanguard Group Inc Valley Forge, PA66.9MShares$4.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC23.7MShares$1.45 Billion0.13% of portfolio
-
Us Bancorp \De\13.3MShares$810 Million1.11% of portfolio
-
Envestnet Asset Management Inc11.7MShares$714 Million0.25% of portfolio
-
Morgan Stanley New York, NY9.49MShares$579 Million0.05% of portfolio