Dynamic Wealth Strategies, LLC Vanguard Mid Cap Growth Index Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
955Shares Held
38.8MCall Options Held
15.7KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$814 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$641 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$621 Million0.04% of portfolio
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Assetmark, Inc2.19MShares$573 Million1.53% of portfolio
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Bank Of America Corp Charlotte, NC1.81MShares$474 Million0.04% of portfolio