Allen Wealth Management, LLC Vanguard Energy ETF Transaction History
Allen Wealth Management, LLC
- $144 Billion
- Q3 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 88,876 shares of VDE stock, worth $11.6 Million. This represents 7.55% of its overall portfolio holdings.
Number of Shares
88,876
Previous 86,927
2.24%
Holding current value
$11.6 Million
Previous $11.1 Billion
1.85%
% of portfolio
7.55%
Previous 9.87%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
675Shares Held
23.2MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$313 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$208 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$185 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$129 Million0.03% of portfolio
-
Wealthfront Advisers LLC984KShares$129 Million0.42% of portfolio