Up Strategic Wealth Investment Advisors LLC Vanguard S&P Small Cap 600 ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,934 shares of VIOO stock, worth $414,564. This represents 0.59% of its overall portfolio holdings.
Number of Shares
3,934
Previous 3,464
13.57%
Holding current value
$414,564
Previous $352 Million
9.89%
% of portfolio
0.59%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
323Shares Held
12.8MCall Options Held
1.4KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.89MShares$200 Million5.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$124 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$71.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS487KShares$51.3 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY419KShares$44.1 Million0.11% of portfolio