Perissos Private Wealth Management, LLC Vanguard Value ETF Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 1,523 shares of VTV stock, worth $268,565. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,523
Previous 1,521
0.13%
Holding current value
$268,565
Previous $265 Million
2.85%
% of portfolio
0.19%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,519Shares Held
542MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.2 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.5 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.55 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.33 Billion0.42% of portfolio