Tennessee Valley Asset Management Partners Vanguard Mid Cap ETF Transaction History

Tennessee Valley Asset Management Partners

$532 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$195.66 - $233.95 $41,284 - $49,363	211 New	211 $49,000

Others Institutions Holding VO

# of Institutions

2,051

Shares Held

172M

Call Options Held

62.2K

Put Options Held

110K

Wells Fargo & Company San Francisco, CA

23.1M
Shares

$6.39 Billion
1.37% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$4.43 Billion
0.35% of portfolio
Jones Financial Companies Lllp

14M
Shares

$3.88 Billion
3.93% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.26 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$2.02 Billion
0.14% of portfolio

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