Triad Financial Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,367 shares of VO stock, worth $330,362. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,367
Previous 1,367
-0.0%
Holding current value
$330,362
Previous $300,000
5.33%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
1,961Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio