Primoris Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 3,153 shares of VV stock, worth $804,172. This represents 0.68% of its overall portfolio holdings.
Number of Shares
3,153
Previous 3,153
-0.0%
Holding current value
$804,172
Previous $850,000
4.71%
% of portfolio
0.68%
Previous 0.67%
Shares
1 transactions
Others Institutions Holding VV
# of Institutions
1,287Shares Held
101MCall Options Held
40KPut Options Held
41.2K-
Jones Financial Companies Lllp15.9MShares$4.06 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.25 Billion3.35% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.67 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.45MShares$879 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$785 Million0.07% of portfolio