Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Large Cap 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
Q1 2020 Apr 01, 2020	SELL	$102.61 - $156.13 $475,392 - $723,350	-4,633 Closed	0 $0
Q1 2018 Apr 02, 2018	BUY	N/A	4,633 New	4,633 $562,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

101M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.68 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.46 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.76 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$921 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$838 Million
0.07% of portfolio

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Ticker VV
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