Financial Synergies Wealth Advisors, Inc. Vanguard Value ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $822 Billion
- Q1 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 506,072 shares of VTV stock, worth $90.2 Million. This represents 10.64% of its overall portfolio holdings.
Number of Shares
506,072
Previous 491,016
3.07%
Holding current value
$90.2 Million
Previous $83.1 Billion
5.16%
% of portfolio
10.64%
Previous 10.31%
Shares
25 transactions
Others Institutions Holding VTV
# of Institutions
2,608Shares Held
560MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.1 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.64 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.72 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.6 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.39 Billion0.44% of portfolio