True Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 5,459 shares of VO stock, worth $1.44 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
5,459
Previous 5,256
3.86%
Holding current value
$1.44 Million
Previous $1.31 Million
0.61%
% of portfolio
0.53%
Previous 0.55%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.07 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.21 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio