Root Financial Partners, LLC Vanguard Growth ETF Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,923 shares of VUG stock, worth $724,721. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,923
Previous 785
144.97%
Holding current value
$724,721
Previous $244 Million
171.23%
% of portfolio
0.2%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,216Shares Held
221MCall Options Held
174KPut Options Held
53.4K-
Bank Of America Corp Charlotte, NC42.1MShares$15.9 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.97 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.99 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.37 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.17 Billion1.1% of portfolio