Precedent Wealth Partners, LLC Vanguard Russell 3000 ETF Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,698 shares of VTHR stock, worth $430,375. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,698
Previous 1,044
62.64%
Holding current value
$430,375
Previous $243 Million
67.28%
% of portfolio
0.16%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VTHR
# of Institutions
176Shares Held
3.27MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN577KShares$146 Million0.04% of portfolio
-
Cliffwater LLC Marina Del Rey, CA201KShares$51 Million11.59% of portfolio
-
Gratus Capital LLC195KShares$49.3 Million1.95% of portfolio
-
Natixis Advisors, L.P. Boston, MA152KShares$38.6 Million0.08% of portfolio
-
Morgan Stanley New York, NY146KShares$37.1 Million0.0% of portfolio