Carl Stuart Investment Advisor, Inc Vanguard Consumer Discretionar Transaction History
Carl Stuart Investment Advisor, Inc
- $185 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding VCR
# of Institutions
566Shares Held
13.5MCall Options Held
14.7KPut Options Held
15.3K-
Wealthfront Advisers LLC5.57MShares$1.95 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$485 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY485KShares$170 Million0.01% of portfolio
-
Beacon Capital Management, Inc.453KShares$158 Million7.6% of portfolio
-
Ubs Group Ag377KShares$132 Million0.03% of portfolio