Avitas Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Avitas Wealth Management LLC
- $651 Million
- Q1 2024
A detailed history of Avitas Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avitas Wealth Management LLC holds 1,397 shares of VO stock, worth $338,269. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,397
Previous 1,410
0.92%
Holding current value
$338,269
Previous $328,000
6.4%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
1,964Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio