Primoris Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
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 $850,017. This represents 0.6% of its overall portfolio holdings.
Number of Shares
3,153
Previous 3,153
-0.0%
Holding current value
$850,017
Previous $787,000
5.46%
% of portfolio
0.6%
Previous 0.63%
Shares
1 transactions
Others Institutions Holding VV
# of Institutions
1,180Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.69 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.46 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.76 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$922 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$839 Million0.07% of portfolio