Clientfirst Wealth Management, LLC Vanguard S&P 500 Value ETF Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 10,005 shares of VOOV stock, worth $1.95 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
10,005
Previous 10,005
-0.0%
Holding current value
$1.95 Million
Previous $1.56 Million
4.5%
% of portfolio
1.8%
Previous 1.83%
Shares
2 transactions
Others Institutions Holding VOOV
# of Institutions
358Shares Held
12.3MCall Options Held
4.3KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC1.86MShares$361 Million0.03% of portfolio
-
Morgan Stanley New York, NY989KShares$192 Million0.01% of portfolio
-
Ubs Group Ag548KShares$107 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$97.6 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY499KShares$97 Million0.01% of portfolio