Steward Partners Investment Advisory, LLC Willamette Valley Vineyards Inc Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Willamette Valley Vineyards Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,049 shares of WVVI stock, worth $16,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,049
Previous 3,605
40.06%
Holding current value
$16,661
Previous $14,000
21.43%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding WVVI
# of Institutions
38Shares Held
611KCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA225KShares$741,8790.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny77.7KShares$256,2510.0% of portfolio
-
Next Capital Management LLC54.8KShares$180,8400.08% of portfolio
-
Geode Capital Management, LLC Boston, MA34.8KShares$114,7930.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX29.9KShares$98,8050.0% of portfolio
About WILLAMETTE VALLEY VINEYARDS INC
- Ticker WVVI
- Exchange NASDAQ
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 4,964,530
- Market Cap $16.4M
- Description
- Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, Blanc de Blancs, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded w...