Atlantic Edge Private Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 347 shares of VB stock, worth $86,625. This represents 0.03% of its overall portfolio holdings.
Number of Shares
347
Previous 176
97.16%
Holding current value
$86,625
Previous $41.8 Million
99.16%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,187Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio