Wells Trecaso Financial Group, LLC Vanguard S&P 500 Growth ETF Transaction History
Wells Trecaso Financial Group, LLC
- $306 Million
- Q4 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 7,083 shares of VOOG stock, worth $2.39 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
7,083
Previous 6,750
4.93%
Holding current value
$2.39 Million
Previous $2.33 Million
11.24%
% of portfolio
0.85%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding VOOG
# of Institutions
606Shares Held
43.7MCall Options Held
17.1KPut Options Held
10K-
Wealthfront Advisers LLC32.1MShares$10.8 Billion9.77% of portfolio
-
Jpmorgan Chase & CO New York, NY2.43MShares$820 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC743KShares$250 Million0.02% of portfolio
-
Morgan Stanley New York, NY705KShares$238 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$214 Million7.92% of portfolio