Wells Trecaso Financial Group, LLC Vanguard S&P 500 Growth ETF Transaction History
Wells Trecaso Financial Group, LLC
- $300 Million
- Q1 2025
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 7,057 shares of VOOG stock, worth $2.37 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
7,057
Previous 7,083
0.37%
Holding current value
$2.37 Million
Previous $2.59 Million
9.18%
% of portfolio
0.79%
Previous 0.85%
Shares
11 transactions
Others Institutions Holding VOOG
# of Institutions
611Shares Held
11.8MCall Options Held
17.1KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY2.43MShares$816 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC743KShares$249 Million0.02% of portfolio
-
Morgan Stanley New York, NY705KShares$237 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$213 Million7.92% of portfolio
-
Ubs Group Ag550KShares$184 Million0.04% of portfolio