Primoris Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 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 $928,211. This represents 0.67% of its overall portfolio holdings.
Number of Shares
3,153
Previous 3,153
-0.0%
Holding current value
$928,211
Previous $810,000
10.99%
% of portfolio
0.67%
Previous 0.68%
Shares
1 transactions
Others Institutions Holding VV
# of Institutions
1,341Shares Held
104MCall Options Held
35.8KPut Options Held
22K-
Jones Financial Companies Lllp16.1MShares$4.75 Billion3.73% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$3.71 Billion3.09% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.93 Billion15.14% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$1.02 Billion0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.02MShares$888 Million0.06% of portfolio