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 $12.1 Million. This represents 7.55% of its overall portfolio holdings.
Number of Shares
88,876
Previous 86,927
2.24%
Holding current value
$12.1 Million
Previous $11.1 Billion
1.85%
% of portfolio
7.55%
Previous 9.87%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
674Shares Held
21.9MCall Options Held
101KPut Options Held
18.9K-
Bank Of America Corp Charlotte, NC2.42MShares$329 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.7MShares$232 Million0.02% of portfolio
-
Ubs Group Ag1.33MShares$181 Million0.04% of portfolio
-
Wealthfront Advisers LLC993KShares$135 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$134 Million0.03% of portfolio