Evernest Financial Advisors, LLC Vanguard Russell 2000 Value Et Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 1,400 shares of VTWV stock, worth $220,514. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,700
17.65%
Holding current value
$220,514
Previous $227,000
9.25%
% of portfolio
0.06%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VTWV
# of Institutions
156Shares Held
2.38MCall Options Held
1.3KPut Options Held
500-
Bank Of America Corp Charlotte, NC452KShares$71.1 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ157KShares$24.8 Million0.1% of portfolio
-
Morgan Stanley New York, NY130KShares$20.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN97.5KShares$15.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC96KShares$15.1 Million0.01% of portfolio