Trek Financial, LLC Vanguard Russell 3000 ETF Transaction History
Trek Financial, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Trek Financial, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Trek Financial, LLC holds 930 shares of VTHR stock, worth $226,176. This represents 0.02% of its overall portfolio holdings.
Number of Shares
930
Previous 930
-0.0%
Holding current value
$226,176
Previous $235,000
2.55%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VTHR
# of Institutions
207Shares Held
4.68MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN627KShares$153 Million0.04% of portfolio
-
Wealthfront Advisers LLC522KShares$127 Million0.11% of portfolio
-
Lincoln National Corp460KShares$112 Million3.84% of portfolio
-
Cliffwater LLC Marina Del Rey, CA262KShares$63.7 Million17.97% of portfolio
-
Natixis Advisors, L.P. Boston, MA213KShares$51.9 Million0.1% of portfolio