Cm Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History
Cm Wealth Advisors LLC
- $304 Million
- Q3 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 1,177 shares of VOT stock, worth $313,352. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,177
Previous 1,177
-0.0%
Holding current value
$313,352
Previous $270,000
5.93%
% of portfolio
0.09%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VOT
# of Institutions
987Shares Held
38.3MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$826 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$733 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$648 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$582 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$486 Million0.04% of portfolio