Nri Wealth Management Lc Vanguard Value ETF Transaction History

Nri Wealth Management Lc

$129 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 07, 2024	SELL	$147.46 - $162.86 $314,237 - $347,054	-2,131 Closed	0 $0
Q4 2023 Aug 07, 2024	BUY	$131.82 - $149.95 $280,908 - $319,543	2,131 New	2,131 $319 Million

Others Institutions Holding VTV

# of Institutions

2,251

Shares Held

529M

Call Options Held

142K

Put Options Held

224K

Bank Of America Corp Charlotte, NC

115M
Shares

$20.6 Billion
1.65% of portfolio
Jones Financial Companies Lllp

51M
Shares

$9.12 Billion
9.46% of portfolio
Morgan Stanley New York, NY

29.2M
Shares

$5.21 Billion
0.37% of portfolio
International Assets Investment Management, LLC Orlando, FL

20.3M
Shares

$3.63 Billion
0.24% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.54 Billion
1.14% of portfolio

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nri Wealth Management Lc, based on Form 13F filings with the SEC.

News

Stay updated on Nri Wealth Management Lc with notifications on news.