Avantax Planning Partners, Inc. Vanguard Small Cap Value ETF Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 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 18,040 shares of VBR stock, worth $3.57 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
18,040
Previous 18,811
4.1%
Holding current value
$3.57 Million
Previous $3.78 Million
5.32%
% of portfolio
0.13%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding VBR
# of Institutions
1,702Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio