Able Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,514Shares Held
89.8MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
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Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
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Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
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Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio