Trevian Wealth Management LLC Vanguard Large Cap ETF Transaction History
Trevian Wealth Management LLC
- $136 Million
- Q4 2024
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 1,190 shares of VV stock, worth $330,010. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,190
Previous 1,190
-0.0%
Holding current value
$330,010
Previous $313,000
2.56%
% of portfolio
0.24%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding VV
# of Institutions
1,233Shares Held
105MCall Options Held
29.3KPut Options Held
25.9K-
Jones Financial Companies Lllp15.9MShares$4.41 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.56 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.81 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$948 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$863 Million0.07% of portfolio