Live Oak Private Wealth LLC Vanguard Small Cap ETF Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q3 2024
A detailed history of Live Oak Private Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,216 shares of VB stock, worth $294,454. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,216
Previous 1,230
1.14%
Holding current value
$294,454
Previous $268,000
7.46%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.08 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.24 Billion0.28% of portfolio