Trevian Wealth Management LLC Vanguard Small Cap ETF Transaction History
Trevian Wealth Management LLC
- $136 Million
- Q4 2024
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 3,103 shares of VB stock, worth $781,366. This represents 0.55% of its overall portfolio holdings.
Number of Shares
3,103
Previous 3,100
0.1%
Holding current value
$781,366
Previous $735,000
1.5%
% of portfolio
0.55%
Previous 0.6%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,144Shares Held
151MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.32 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio