Optivise Advisory Services LLC Vanguard Small Cap ETF Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 994 shares of VB stock, worth $248,271. This represents 0.13% of its overall portfolio holdings.
Number of Shares
994
Previous 888
11.94%
Holding current value
$248,271
Previous $211 Million
13.42%
% of portfolio
0.13%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,306Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.2 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.88 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.83 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.42 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.31 Billion0.42% of portfolio