Spire Wealth Management Vanguard S&P Small Cap 600 Val Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Spire Wealth Management holds 25,116 shares of VIOV stock, worth $2.25 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
25,116
Previous 64,081
60.81%
Holding current value
$2.25 Million
Previous $5.98 Million
64.77%
% of portfolio
0.07%
Previous 0.19%
Shares
13 transactions
Others Institutions Holding VIOV
# of Institutions
201Shares Held
6.51MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC354KShares$31.7 Million2.37% of portfolio
-
Aspiriant, LLC341KShares$30.6 Million0.94% of portfolio
-
Morgan Stanley New York, NY324KShares$29 Million0.0% of portfolio
-
Ubs Group Ag309KShares$27.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL254KShares$22.8 Million0.01% of portfolio