Alteri Wealth LLC Vanguard Russell 1000 Growth E Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Alteri Wealth LLC holds 5,008 shares of VONG stock, worth $536,607. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,008

Holding current value

$536,607

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$95.27 - $107.82 $477,112 - $539,962	5,008 New	5,008 $517 Million

Others Institutions Holding VONG

# of Institutions

776

Shares Held

152M

Call Options Held

25.9K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

29.1M
Shares

$3.12 Billion
0.26% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.11 Billion
6.89% of portfolio
Morgan Stanley New York, NY

7M
Shares

$750 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$592 Million
0.24% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$496 Million
1.45% of portfolio

View Full List

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.

Account