David Katz Vanguard Mid Cap ETF Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 888 shares of VO stock, worth $217,204. This represents 0.03% of its overall portfolio holdings.
Number of Shares
888
Previous 888
-0.0%
Holding current value
$217,204
Previous $206,000
7.28%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
1,957Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.77 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.85 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.56 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2.02 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.76 Billion0.15% of portfolio