Pine Harbor Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 917 shares of VB stock, worth $223,674. This represents 0.11% of its overall portfolio holdings.
Number of Shares
917
Previous 921
0.43%
Holding current value
$223,674
Previous $201 Million
8.43%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio