Obsidian Personal Planning Solutions LLC Vanguard Growth ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 6,297 shares of VUG stock, worth $2.34 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
6,297
Previous 6,543
3.76%
Holding current value
$2.34 Million
Previous $2.51 Million
2.87%
% of portfolio
1.32%
Previous 1.24%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,668Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.1 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.17 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.05 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.82 Billion6.58% of portfolio