Life Plan Financial, LLC Vanguard Mid Cap ETF Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 3,867 shares of VO stock, worth $1.09 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
3,867
Previous 3,931
1.63%
Holding current value
$1.09 Million
Previous $952 Million
7.2%
% of portfolio
0.88%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.28 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.53 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.08 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.31 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.08 Billion0.14% of portfolio