Allen Wealth Management, LLC Vanguard Value ETF Transaction History
Allen Wealth Management, LLC
- $112 Billion
- Q2 2024
A detailed history of Allen Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Allen Wealth Management, LLC holds 139,125 shares of VTV stock, worth $24 Million. This represents 19.87% of its overall portfolio holdings.
Number of Shares
139,125
Previous 137,884
0.9%
Holding current value
$24 Million
Previous $22.5 Billion
0.62%
% of portfolio
19.87%
Previous 19.81%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.9 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.79 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.03 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.46 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.15 Billion0.5% of portfolio