Marcum Wealth, LLC Vanguard Mid Cap ETF Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 16,304 shares of VO stock, worth $4.11 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
16,304
Previous 16,392
0.54%
Holding current value
$4.11 Million
Previous $4.1 Million
3.61%
% of portfolio
0.4%
Previous 0.42%
Shares
19 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio