Marcum Wealth, LLC Vanguard Value ETF Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 18,437 shares of VTV stock, worth $3.13 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,437
Previous 17,837
3.36%
Holding current value
$3.13 Million
Previous $2.9 Million
1.83%
% of portfolio
0.3%
Previous 0.3%
Shares
19 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio