Trevian Wealth Management LLC Vanguard Growth ETF Transaction History
Trevian Wealth Management LLC
- $136 Million
- Q4 2024
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 754 shares of VUG stock, worth $315,435. This represents 0.23% of its overall portfolio holdings.
Number of Shares
754
Previous 754
-0.0%
Holding current value
$315,435
Previous $289,000
6.92%
% of portfolio
0.23%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,470Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.68 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.38 Billion6.36% of portfolio