Wealth Effects LLC Vanguard Information Technolog Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
A detailed history of Wealth Effects LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealth Effects LLC holds 1,033 shares of VGT stock, worth $665,716. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,033
Previous 933
10.72%
Holding current value
$665,716
Previous $537,000
12.66%
% of portfolio
0.24%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding VGT
# of Institutions
1,689Shares Held
48.2MCall Options Held
857KPut Options Held
238K-
Bank Of America Corp Charlotte, NC15.9MShares$10.2 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY5.49MShares$3.54 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.01MShares$1.3 Billion0.09% of portfolio
-
Ubs Group Ag1.82MShares$1.17 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$883 Million0.19% of portfolio