Genesis Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Genesis Wealth Advisors, LLC
- $115 Billion
- Q4 2024
A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 11,554 shares of VBR stock, worth $2.37 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
11,554Holding current value
$2.37 Million% of portfolio
2.0%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,603Shares Held
93.8MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.79 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$784 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$771 Million0.06% of portfolio
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Betterment LLC New York, NY3.7MShares$759 Million1.78% of portfolio
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Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio