Soa Wealth Advisors, Llc. Vanguard Mid Cap ETF Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 12,196 shares of VO stock, worth $3.29 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
12,196
Previous 12,290
0.76%
Holding current value
$3.29 Million
Previous $2.98 Million
8.13%
% of portfolio
0.62%
Previous 0.61%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
2,027Shares Held
171MCall Options Held
58.4KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.23 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.32 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.79 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.21 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.97 Billion0.14% of portfolio