Cm Wealth Advisors LLC Vanguard Value ETF Transaction History
Cm Wealth Advisors LLC
- $304 Million
- Q3 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 3,023 shares of VTV stock, worth $544,381. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,023
Previous 3,023
-0.0%
Holding current value
$544,381
Previous $484,000
8.88%
% of portfolio
0.17%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.4 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.23 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.66 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.56 Billion1.14% of portfolio