Lws Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 18,831 shares of VO stock, worth $4.55 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
18,831
Previous 18,984
0.81%
Holding current value
$4.55 Million
Previous $3.95 Million
10.8%
% of portfolio
1.71%
Previous 1.8%
Shares
17 transactions
Others Institutions Holding VO
# of Institutions
1,966Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio