True Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,347 shares of VO stock, worth $1.44 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
5,347
Previous 5,459
2.05%
Holding current value
$1.44 Million
Previous $1.32 Million
6.74%
% of portfolio
0.52%
Previous 0.53%
Shares
17 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio