Tria Gen Wealth Management LLC Vanguard Growth ETF Transaction History
Tria Gen Wealth Management LLC
- $277 Million
- Q4 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 $423,030. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,116
-0.0%
Holding current value
$423,030
Previous $428,000
7.01%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,670Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.5 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.28 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.11 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.88 Billion6.58% of portfolio