One Wealth Management Investment & Advisory Services, LLC Vanguard Value ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $244 Billion
- Q1 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,904 shares of VTV stock, worth $305,268. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,904
Previous 9,290
79.5%
Holding current value
$305,268
Previous $1.39 Billion
77.67%
% of portfolio
0.13%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.63 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio