Crestwood Advisors Group LLC Vanguard Small Cap Value ETF Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 2,906 shares of VBR stock, worth $621,942. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,906
Previous 2,902
0.14%
Holding current value
$621,942
Previous $529,000
10.21%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,540Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.95 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$817 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$804 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$791 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$510 Million0.49% of portfolio