Centricity Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 517 shares of VBR stock, worth $106,140. This represents 0.1% of its overall portfolio holdings.
Number of Shares
517Holding current value
$106,140% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,590Shares Held
93.7MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.79 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$784 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$771 Million0.06% of portfolio
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Betterment LLC New York, NY3.7MShares$759 Million1.78% of portfolio
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Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio