Financial Synergies Wealth Advisors, Inc. Vanguard Value ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
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 466,776 shares of VTV stock, worth $81.5 Million. This represents 10.09% of its overall portfolio holdings.
Number of Shares
466,776
Previous 461,918
1.05%
Holding current value
$81.5 Million
Previous $75.2 Billion
0.47%
% of portfolio
10.09%
Previous 9.87%
Shares
22 transactions
Others Institutions Holding VTV
# of Institutions
2,188Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.91 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.09 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.18 Billion0.5% of portfolio