Trevian Wealth Management LLC Vanguard Large Cap ETF Transaction History
Trevian Wealth Management LLC
- $122 Million
- Q3 2024
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 1,190 shares of VV stock, worth $329,213. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,190Holding current value
$329,213% of portfolio
0.26%Shares
4 transactions
Others Institutions Holding VV
# of Institutions
1,179Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.81 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.55 Billion3.36% of portfolio
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National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.81 Billion15.49% of portfolio
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Vanguard Group Inc Valley Forge, PA3.42MShares$946 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.11MShares$861 Million0.07% of portfolio