Northwest Financial Advisors Vanguard Small Cap ETF Transaction History
Northwest Financial Advisors
- $121 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,332Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.5 Billion0.51% of portfolio
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Morgan Stanley New York, NY7.54MShares$1.67 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.33MShares$1.63 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.26 Billion0.32% of portfolio
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Envestnet Asset Management Inc5.26MShares$1.17 Billion0.42% of portfolio