Montis Financial, LLC Vanguard Mid Cap ETF Transaction History
Montis Financial, LLC
- $210 Million
- Q1 2024
A detailed history of Montis Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 6,189 shares of VO stock, worth $1.49 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
6,189
Previous 6,188
0.02%
Holding current value
$1.49 Million
Previous $1.44 Million
7.44%
% of portfolio
0.74%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
1,959Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.69 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.79 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio