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 $507,047. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,023
Previous 3,023
-0.0%
Holding current value
$507,047
Previous $484,000
8.88%
% of portfolio
0.17%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,298Shares Held
516MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$19.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.75 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.87 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.32 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.18 Billion0.5% of portfolio