Primoris Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 3,890 shares of VUG stock, worth $1.47 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
3,890
Previous 3,405
14.24%
Holding current value
$1.47 Million
Previous $1.4 Million
3.22%
% of portfolio
1.21%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
259MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio