Wells Trecaso Financial Group, LLC Vanguard Mid Cap Growth Index Transaction History
Wells Trecaso Financial Group, LLC
- $304 Million
- Q3 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 8,517 shares of VOT stock, worth $2.13 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
8,517
Previous 8,543
0.3%
Holding current value
$2.13 Million
Previous $1.96 Million
5.71%
% of portfolio
0.68%
Previous 0.68%
Shares
26 transactions
Others Institutions Holding VOT
# of Institutions
944Shares Held
38.7MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$774 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$610 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$591 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$519 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$451 Million0.04% of portfolio