Capital Performance Advisors LLP Vanguard S&P Mid Cap 400 Growt Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding IVOG
# of Institutions
151Shares Held
3.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS684KShares$71.8 Million0.13% of portfolio
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Raymond James Financial Inc St. Petersburg, FL198KShares$20.8 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$19.9 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC175KShares$18.3 Million0.01% of portfolio
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Octavia Wealth Advisors, LLC146KShares$15.3 Million2.0% of portfolio