Planwiser Financial, LLC Vanguard Small Cap ETF Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 6,222 shares of VB stock, worth $1.34 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
6,222Holding current value
$1.34 Million% of portfolio
1.24%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,349Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio