Mission Wealth Management, LP Vanguard Small Cap ETF Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 1,046,712 shares of VB stock, worth $250 Million. This represents 5.93% of its overall portfolio holdings.
Number of Shares
1,046,712
Previous 1,013,079
3.32%
Holding current value
$250 Million
Previous $240 Million
4.66%
% of portfolio
5.93%
Previous 5.87%
Shares
32 transactions
Others Institutions Holding VB
# of Institutions
2,321Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.92 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.75 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio