Wells Trecaso Financial Group, LLC Vanguard Growth ETF Transaction History
Wells Trecaso Financial Group, LLC
- $306 Million
- Q4 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 857 shares of VUG stock, worth $319,952. This represents 0.11% of its overall portfolio holdings.
Number of Shares
857
Previous 939
8.73%
Holding current value
$319,952
Previous $360,000
2.5%
% of portfolio
0.11%
Previous 0.12%
Shares
20 transactions
Others Institutions Holding VUG
# of Institutions
2,670Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.2 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.7 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.2 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.06 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.84 Billion6.58% of portfolio