Leonard Rickey Investment Advisors P.L.L.C. Vanguard Growth ETF Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $387 Million
- Q1 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 36,053 shares of VUG stock, worth $13.7 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
36,053
Previous 37,546
3.98%
Holding current value
$13.7 Million
Previous $11.7 Million
6.31%
% of portfolio
3.21%
Previous 3.46%
Shares
26 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$16 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.02 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.03 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.4 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.2 Billion1.1% of portfolio