Montis Financial, LLC Vanguard Industrial ETF Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Montis Financial, LLC holds 2,025 shares of VIS stock, worth $493,350. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,025
Previous 2,025
-0.0%
Holding current value
$493,350
Previous $526,000
2.09%
% of portfolio
0.16%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VIS
# of Institutions
540Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.13 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.01 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$214 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$177 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$153 Million7.13% of portfolio