True Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,208 shares of VO stock, worth $1.45 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
5,208
Previous 5,347
2.6%
Holding current value
$1.45 Million
Previous $1.41 Million
2.48%
% of portfolio
0.52%
Previous 0.52%
Shares
18 transactions
Others Institutions Holding VO
# of Institutions
2,283Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.22 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.84 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.6 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.24 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.13 Billion0.15% of portfolio