Cm Wealth Advisors LLC Vanguard Value ETF Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 3,023 shares of VTV stock, worth $527,785. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,023
Previous 3,023
-0.0%
Holding current value
$527,785
Previous $492,000
1.63%
% of portfolio
0.23%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,188Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.91 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.09 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.18 Billion0.5% of portfolio