One Wealth Management Investment & Advisory Services, LLC Vanguard Mid Cap ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $57 Billion
- Q3 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,353 shares of VO stock, worth $362,495. This represents 0.63% of its overall portfolio holdings.
Number of Shares
1,353
Previous 1,426
5.12%
Holding current value
$362,495
Previous $345 Million
3.4%
% of portfolio
0.63%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio