Avantax Planning Partners, Inc. Vanguard Small Cap Value ETF Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 18,811 shares of VBR stock, worth $3.76 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
18,811
Previous 20,645
8.88%
Holding current value
$3.76 Million
Previous $3.77 Million
0.21%
% of portfolio
0.14%
Previous 0.12%
Shares
18 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio