Family Wealth Partners, LLC Vanguard Value ETF Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 29,711 shares of VTV stock, worth $5.31 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
29,711
Previous 29,858
0.49%
Holding current value
$5.31 Million
Previous $4.79 Billion
8.29%
% of portfolio
2.65%
Previous 2.49%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,249Shares Held
528MCall Options Held
142KPut Options Held
224K-
Bank Of America Corp Charlotte, NC115MShares$20.6 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$9.12 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.21 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.63 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.54 Billion1.14% of portfolio