Advocacy Wealth Management Services, LLC Vanguard Growth ETF Transaction History
Advocacy Wealth Management Services, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 16,060 shares of VUG stock, worth $6.22 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
16,060
Previous 11,113
44.52%
Holding current value
$6.22 Million
Previous $3.45 Million
60.02%
% of portfolio
0.52%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,197Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio