O'Brien Wealth Partners LLC Vanguard Small Cap ETF Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 924 shares of VB stock, worth $228,884. This represents 0.04% of its overall portfolio holdings.
Number of Shares
924
Previous 1,040
11.15%
Holding current value
$228,884
Previous $246,000
9.76%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,210Shares Held
157MCall Options Held
102KPut Options Held
34.7K-
Bank Of America Corp Charlotte, NC25.1MShares$6.22 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.82 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.29 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.27 Billion0.28% of portfolio