Williams Jones Wealth Management, Llc. Vanguard Small Cap ETF Transaction History
Williams Jones Wealth Management, Llc.
- $7.94 Billion
- Q2 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 10,783 shares of VB stock, worth $2.53 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,783
Previous 11,061
2.51%
Holding current value
$2.53 Million
Previous $2.53 Million
7.0%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,030Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.57 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.69 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.65 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.17 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.03 Billion0.24% of portfolio