Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Small Cap ETF Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $240 Million
- Q2 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 295,404 shares of VB stock, worth $69.9 Million. This represents 26.79% of its overall portfolio holdings.
Number of Shares
295,404
Previous 295,713
0.1%
Holding current value
$69.9 Million
Previous $67.6 Million
4.72%
% of portfolio
26.79%
Previous 27.91%
Shares
19 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio