Tria Gen Wealth Management LLC Vanguard Growth ETF Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 1,116 shares of VUG stock, worth $475,661. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,116
-0.0%
Holding current value
$475,661
Previous $417,000
2.64%
% of portfolio
0.16%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio