Carson Allaria Wealth Management, Ltd. Vanguard Russell 1000 Growth E Transaction History

Carson Allaria Wealth Management, Ltd.

$169 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$75.82 - $87.22 $5,838 - $6,715	77 New	77 $6,000

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.07 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.06 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$631 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$525 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$473 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.