Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Growth ETF Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 01, 2021	SELL	$257.69 - $287.23 $217,748 - $242,709	-845 Closed	0 $0
Q1 2021 Apr 01, 2021	BUY	$243.15 - $268.9 $205,461 - $227,220	845 New	845 $217,000

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$18.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.88 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.9 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.53 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.45 Billion
6.36% of portfolio

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Ticker VUG
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