Strait & Sound Wealth Management LLC Vanguard Russell 1000 Growth E Transaction History

Strait & Sound Wealth Management LLC

$216 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$75.82 - $87.22 $213,736 - $245,873	2,819 New	2,819 $245 Million

Others Institutions Holding VONG

# of Institutions

784

Shares Held

152M

Call Options Held

25.9K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

29.1M
Shares

$2.76 Billion
0.26% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$985 Million
6.89% of portfolio
Morgan Stanley New York, NY

7M
Shares

$664 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$524 Million
0.24% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$439 Million
1.45% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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