Iht Wealth Management, LLC Vanguard Growth ETF Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 26,475 shares of VUG stock, worth $9.9 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
26,475
Previous 25,717
2.95%
Holding current value
$9.9 Million
Previous $7.99 Million
13.99%
% of portfolio
0.35%
Previous 0.36%
Shares
27 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$15.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.91 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.96 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.35 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.15 Billion1.1% of portfolio