Luminvest Wealth Management LLC Vanguard Value ETF Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 18,198 shares of VTV stock, worth $3.15 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
18,198
Previous 17,801
2.23%
Holding current value
$3.15 Million
Previous $2.9 Billion
9.87%
% of portfolio
1.32%
Previous 1.36%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,232Shares Held
528MCall Options Held
142KPut Options Held
224K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.84 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.06 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.52 Billion0.24% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.48 Billion1.15% of portfolio