Precedent Wealth Partners, LLC Vanguard Russell 3000 ETF Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,673 shares of VTHR stock, worth $439,630. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,673
Previous 1,794
6.74%
Holding current value
$439,630
Previous $455 Million
4.51%
% of portfolio
0.14%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VTHR
# of Institutions
207Shares Held
4.68MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN627KShares$165 Million0.04% of portfolio
-
Wealthfront Advisers LLC522KShares$137 Million0.11% of portfolio
-
Lincoln National Corp460KShares$121 Million3.84% of portfolio
-
Cliffwater LLC Marina Del Rey, CA262KShares$68.9 Million17.97% of portfolio
-
Natixis Advisors, L.P. Boston, MA213KShares$56.1 Million0.1% of portfolio