Bsw Wealth Partners Vanguard Consumer Discretionar Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding VCR
# of Institutions
564Shares Held
13.5MCall Options Held
14.7KPut Options Held
15.3K-
Wealthfront Advisers LLC5.57MShares$2.12 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$529 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY485KShares$185 Million0.01% of portfolio
-
Beacon Capital Management, Inc.453KShares$173 Million7.6% of portfolio
-
Ubs Group Ag377KShares$144 Million0.03% of portfolio