Wellspring Financial Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Wellspring Financial Advisors, LLC
- $838 Billion
- Q3 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 5,678 shares of VIOO stock, worth $623,274. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,678
Previous 6,014
5.59%
Holding current value
$623,274
Previous $591 Million
4.0%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
333Shares Held
13.4MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.63MShares$179 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$136 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$75.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$65 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$47.3 Million0.02% of portfolio