Unique Wealth Strategies, LLC Vanguard Small Cap ETF Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 5,266 shares of VB stock, worth $1.32 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,266
Previous 5,266
-0.0%
Holding current value
$1.32 Million
Previous $1.2 Billion
-0.0%
% of portfolio
0.56%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio