Live Oak Private Wealth LLC Vanguard Mid Cap ETF Transaction History
Live Oak Private Wealth LLC
- $570 Million
- Q4 2024
A detailed history of Live Oak Private Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,790 shares of VO stock, worth $493,341. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,790
Previous 1,455
23.02%
Holding current value
$493,341
Previous $383,000
23.24%
% of portfolio
0.08%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
2,149Shares Held
174MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.14 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.43 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.99 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio