Big Sur Wealth Management LLC Vanguard Consumer Discretionar Transaction History
Big Sur Wealth Management LLC
- $356 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding VCR
# of Institutions
555Shares Held
7.83MCall Options Held
25.4KPut Options Held
13.9K-
Bank Of America Corp Charlotte, NC1.49MShares$522 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY518KShares$182 Million0.01% of portfolio
-
Ubs Group Ag402KShares$141 Million0.02% of portfolio
-
Morgan Stanley New York, NY386KShares$136 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA348KShares$122 Million0.03% of portfolio