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 $981,055. This represents 0.67% of its overall portfolio holdings.
Number of Shares
3,153
Previous 3,153
-0.0%
Holding current value
$981,055
Previous $810,000
10.99%
% of portfolio
0.67%
Previous 0.68%
Shares
1 transactions
Others Institutions Holding VV
# of Institutions
1,365Shares Held
106MCall Options Held
27.7KPut Options Held
10.6K-
Jones Financial Companies Lllp16.8MShares$5.22 Billion3.65% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$3.92 Billion3.09% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.04 Billion15.14% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.59MShares$1.12 Billion0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$911 Million0.06% of portfolio