Abacus Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History
Abacus Wealth Partners, LLC
- $670 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,300Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.72 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.45 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.23 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.07 Billion2.08% of portfolio
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Morgan Stanley New York, NY7.67MShares$1.96 Billion0.15% of portfolio