Partnership Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 287 shares of VO stock, worth $79,344. This represents 0.05% of its overall portfolio holdings.
Number of Shares
287
Previous 409
29.83%
Holding current value
$79,344
Previous $99.1 Million
23.6%
% of portfolio
0.05%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,067Shares Held
172MCall Options Held
62.2KPut Options Held
108K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.43 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$2.02 Billion0.14% of portfolio