Life Plan Financial, LLC Vanguard Mid Cap ETF Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q1 2024
A detailed history of Life Plan Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 3,857 shares of VO stock, worth $939,140. This represents 0.88% of its overall portfolio holdings.
Number of Shares
3,857
Previous 3,751
2.83%
Holding current value
$939,140
Previous $873 Million
10.44%
% of portfolio
0.88%
Previous 0.87%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
1,966Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.75 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.83 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.55 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2.01 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.75 Billion0.15% of portfolio