Obsidian Personal Planning Solutions LLC Vanguard Mid Cap ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,208 shares of VO stock, worth $317,015. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,208
Previous 1,004
20.32%
Holding current value
$317,015
Previous $250,000
16.8%
% of portfolio
0.18%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,017Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.68 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio