Alteri Wealth LLC Vanguard Small Cap Value ETF Transaction History
Alteri Wealth LLC
- $361 Billion
- Q4 2024
A detailed history of Alteri Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Alteri Wealth LLC holds 6,713 shares of VBR stock, worth $1.2 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
6,713Holding current value
$1.2 Million% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.3 Billion0.31% of portfolio
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Assetmark, Inc4MShares$716 Million2.18% of portfolio
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Morgan Stanley New York, NY3.86MShares$691 Million0.05% of portfolio
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Betterment LLC New York, NY3.55MShares$635 Million1.69% of portfolio
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Jones Financial Companies Lllp2.4MShares$430 Million0.45% of portfolio