Creative One Wealth, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
Shares
12 transactions
Others Institutions Holding VIOO
# of Institutions
323Shares Held
12.5MCall Options Held
1.4KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$172 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$126 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$72.8 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS487KShares$52 Million0.09% of portfolio
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Cerity Partners LLC New York, NY419KShares$44.7 Million0.11% of portfolio