Williams Jones Wealth Management, Llc. Vanguard Value ETF Transaction History
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,446 shares of VTV stock, worth $552,497. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,446
Previous 3,694
6.71%
Holding current value
$552,497
Previous $552,000
1.63%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.63 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio