Tria Gen Wealth Management LLC Vanguard Growth ETF Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 1,116 shares of VUG stock, worth $391,358. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,116
-0.0%
Holding current value
$391,358
Previous $346,000
10.98%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,189Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$14.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.48 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.65 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.14 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$2.95 Billion1.1% of portfolio