Tria Gen Wealth Management LLC Vanguard Growth ETF Transaction History
Tria Gen Wealth Management LLC
- $355 Million
- Q3 2025
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 $537,967. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,116
-0.0%
Holding current value
$537,967
Previous $489,000
9.41%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,840Shares Held
284MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio