Steel Peak Wealth Management LLC Vanguard Growth ETF Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,620 shares of VUG stock, worth $1.06 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,620
Previous 2,524
3.8%
Holding current value
$1.06 Million
Previous $944,000
6.46%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.34 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.57 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio