Primoris Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Primoris Wealth Advisors, LLC
- $128 Million
- Q4 2024
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 3,405 shares of VUG stock, worth $1.36 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
3,405
Previous 2,680
27.05%
Holding current value
$1.36 Million
Previous $1.03 Million
35.89%
% of portfolio
1.09%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,662Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.4 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.56 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.27 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.03 Billion6.58% of portfolio