Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Small Cap ETF Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $261 Million
- Q4 2024
A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 293,558 shares of VB stock, worth $72.8 Million. This represents 26.98% of its overall portfolio holdings.
Number of Shares
293,558
Previous 294,708
0.39%
Holding current value
$72.8 Million
Previous $69.9 Million
0.9%
% of portfolio
26.98%
Previous 27.31%
Shares
21 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio