Root Financial Partners, LLC Vanguard Small Cap ETF Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,177 shares of VB stock, worth $942,665. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,177
Previous 2,419
72.67%
Holding current value
$942,665
Previous $553 Million
64.69%
% of portfolio
0.21%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,025Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.35 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.62 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.59 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.13 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$992 Million0.24% of portfolio