Cm Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 9,076 shares of VO stock, worth $2.29 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
9,076
Previous 9,152
0.83%
Holding current value
$2.29 Million
Previous $2.29 Million
3.89%
% of portfolio
1.05%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio