Regent Peak Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Regent Peak Wealth Advisors LLC
- $449 Million
- Q4 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,404 shares of VO stock, worth $385,103. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,404
Previous 1,404
-0.0%
Holding current value
$385,103
Previous $370,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding VO
# of Institutions
2,138Shares Held
174MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.11 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.41 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.97 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio