Integris Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
A detailed history of Integris Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Integris Wealth Management, LLC holds 1,500 shares of VOE stock, worth $248,174. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$248,174
Previous $234 Million
3.51%
% of portfolio
0.07%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$801 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$759 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$581 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$518 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$509 Million0.04% of portfolio