Modern Wealth Management, LLC Vanguard Value ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,977 shares of VTV stock, worth $716,178. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,977
Previous 3,970
0.18%
Holding current value
$716,178
Previous $637 Million
9.03%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.4 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.23 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.66 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.56 Billion1.14% of portfolio