Trevian Wealth Management LLC Vanguard Information Technolog Transaction History
Trevian Wealth Management LLC
- $136 Million
- Q4 2024
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Trevian Wealth Management LLC holds 341 shares of VGT stock, worth $196,371. This represents 0.16% of its overall portfolio holdings.
Number of Shares
341
Previous 341
-0.0%
Holding current value
$196,371
Previous $200,000
6.0%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding VGT
# of Institutions
1,853Shares Held
51.6MCall Options Held
1.14MPut Options Held
348K-
Bank Of America Corp Charlotte, NC15.3MShares$8.83 Billion0.82% of portfolio
-
Jpmorgan Chase & CO New York, NY5.77MShares$3.32 Billion0.29% of portfolio
-
Morgan Stanley New York, NY2.02MShares$1.17 Billion0.09% of portfolio
-
Ubs Group Ag1.89MShares$1.09 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$872 Million0.22% of portfolio