Benchmark Financial Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Benchmark Financial Wealth Advisors, LLC
- $262 Million
- Q1 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 27,852 shares of VO stock, worth $6.72 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
27,852
Previous 28,461
2.14%
Holding current value
$6.72 Million
Previous $6.62 Million
5.1%
% of portfolio
2.66%
Previous 2.85%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
1,959Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.69 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.79 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio