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 $369,308. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,367
Previous 1,367
-0.0%
Holding current value
$369,308
Previous $300,000
5.33%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,351Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio