Catalytic Wealth Ria, LLC Vanguard Mid Cap ETF Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 14,058 shares of VO stock, worth $3.7 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
14,058
Previous 13,193
6.56%
Holding current value
$3.7 Million
Previous $3.3 Billion
3.25%
% of portfolio
0.67%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.07 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.21 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio