Wells Trecaso Financial Group, LLC Vanguard Small Cap Value ETF Transaction History
Wells Trecaso Financial Group, LLC
- $289 Million
- Q2 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 14,701 shares of VBR stock, worth $2.93 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
14,701
Previous 14,703
0.01%
Holding current value
$2.93 Million
Previous $2.82 Million
4.89%
% of portfolio
0.93%
Previous 1.0%
Shares
27 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio