Aprio Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,804 shares of VB stock, worth $451,432. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,804
Previous 2,216
18.59%
Holding current value
$451,432
Previous $525,000
17.52%
% of portfolio
0.07%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding VB
# of Institutions
2,204Shares Held
158MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.28 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.84 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.83 Billion1.68% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio