Lifeworks Advisors, LLC Vanguard Mid Cap ETF Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 1,646 shares of VO stock, worth $453,785. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,646
Previous 1,620
1.6%
Holding current value
$453,785
Previous $427,000
1.64%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,268Shares Held
187MCall Options Held
55.1KPut Options Held
13.3K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.17 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.81 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.57 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.23 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.12 Billion0.15% of portfolio