Advanced Research Investment Solutions, LLC Vanguard Mid Cap Growth Index Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$234.3 - $265.79 $8,200 - $9,302	-35 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$178.76 - $215.29 $6,256 - $7,535	35 New	35 $7,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$798 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.75M
Shares

$709 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.43M
Shares

$626 Million
0.04% of portfolio
Assetmark, Inc

2.19M
Shares

$563 Million
1.53% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$470 Million
0.04% of portfolio

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