Allen Wealth Management, LLC Vanguard Energy ETF Transaction History
Allen Wealth Management, LLC
- $112 Billion
- Q2 2024
A detailed history of Allen Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Allen Wealth Management, LLC holds 86,927 shares of VDE stock, worth $10.8 Million. This represents 9.87% of its overall portfolio holdings.
Number of Shares
86,927
Previous 85,413
1.77%
Holding current value
$10.8 Million
Previous $11.2 Billion
1.42%
% of portfolio
9.87%
Previous 9.92%
Shares
3 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$298 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$198 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$175 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$156 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$123 Million0.03% of portfolio