Obsidian Personal Planning Solutions LLC Vanguard Small Cap ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,660 shares of VB stock, worth $414,402. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,660
Previous 1,664
0.24%
Holding current value
$414,402
Previous $362,000
8.56%
% of portfolio
0.19%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,170Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio