Birchcreek Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Birchcreek Wealth Management, LLC
- $152 Million
- Q3 2024
Shares
6 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$3.69 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$764 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$752 Million0.06% of portfolio
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Betterment LLC New York, NY3.7MShares$740 Million1.78% of portfolio
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Jones Financial Companies Lllp2.38MShares$477 Million0.49% of portfolio