Allen Wealth Management, LLC Vanguard Value ETF Transaction History
Allen Wealth Management, LLC
- $140 Billion
- Q4 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 153,745 shares of VTV stock, worth $27.4 Million. This represents 18.65% of its overall portfolio holdings.
Number of Shares
153,745
Previous 153,867
0.08%
Holding current value
$27.4 Million
Previous $26.9 Billion
3.1%
% of portfolio
18.65%
Previous 18.63%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,529Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.4 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.59 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.5 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.58 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio