Wellspring Financial Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 6,014 shares of VIOO stock, worth $590,634. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,014
Previous 6,014
-0.0%
Holding current value
$590,634
Previous $596 Million
2.33%
% of portfolio
0.1%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
293Shares Held
12.6MCall Options Held
4.3KPut Options Held
2.1K-
Orgel Wealth Management, LLC1.87MShares$183 Million5.38% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$115 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$68.4 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS471KShares$46.3 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY431KShares$42.3 Million0.12% of portfolio