Centricity Wealth Management, LLC Vanguard Russell 3000 ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 287 shares of VTHR stock, worth $84,822. This represents 0.06% of its overall portfolio holdings.
Number of Shares
287
Previous 287
-0.0%
Holding current value
$84,822
Previous $70.8 Million
10.53%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VTHR
# of Institutions
234Shares Held
4.63MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN589KShares$174 Million0.04% of portfolio
-
Lincoln National Corp460KShares$136 Million3.88% of portfolio
-
Tompkins Financial Corp279KShares$82.5 Million6.58% of portfolio
-
Cliffwater LLC Marina Del Rey, CA236KShares$69.7 Million17.69% of portfolio
-
Morgan Stanley New York, NY227KShares$67.2 Million0.0% of portfolio