Annex Advisory Services, LLC Vanguard Mid Cap ETF Transaction History
Annex Advisory Services, LLC
- $2.96 Billion
- Q4 2024
A detailed history of Annex Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 3,236 shares of VO stock, worth $892,132. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,236
Previous 2,319
39.54%
Holding current value
$892,132
Previous $611,000
39.77%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,276Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.17 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.81 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.57 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.23 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.12 Billion0.15% of portfolio