Atlantic Edge Private Wealth Management, LLC Vanguard Growth ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $291 Billion
- Q1 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,740 shares of VUG stock, worth $1.06 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,740
Previous 3,557
22.97%
Holding current value
$1.06 Million
Previous $1.11 Billion
14.71%
% of portfolio
0.32%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,198Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio