49 Wealth Management, LLC Vanguard Value ETF Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 2024
A detailed history of 49 Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 158,114 shares of VTV stock, worth $27.9 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
158,114
Previous 235,296
32.8%
Holding current value
$27.9 Million
Previous $37.6 Billion
26.57%
% of portfolio
4.49%
Previous 7.41%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,292Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.19 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.12 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.58 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.49 Billion1.14% of portfolio