Surevest, LLC Vanguard Value ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Surevest, LLC holds 150 shares of VTV stock, worth $26,202. This represents 0.01% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$26,202
Previous $20,000
5.0%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,320Shares Held
517MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.7 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.12 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.07 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.46 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.27 Billion0.5% of portfolio