Lokken Investment Group LLC Vanguard Small Cap ETF Transaction History
Lokken Investment Group LLC
- $193 Million
- Q1 2024
A detailed history of Lokken Investment Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lokken Investment Group LLC holds 38,828 shares of VB stock, worth $8.47 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
38,828
Previous 26,159
48.43%
Holding current value
$8.47 Million
Previous $5.58 Million
59.05%
% of portfolio
4.6%
Previous 3.18%
Shares
15 transactions
Others Institutions Holding VB
# of Institutions
1,969Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.25 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$956 Million0.24% of portfolio