Curated Wealth Partners LLC Vanguard Small Cap Value ETF Transaction History
Curated Wealth Partners LLC
- $862 Million
- Q4 2024
A detailed history of Curated Wealth Partners LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 1,986 shares of VBR stock, worth $407,348. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,986Holding current value
$407,348% of portfolio
0.05%Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,610Shares Held
94.5MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$783 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$758 Million1.78% of portfolio
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Jones Financial Companies Lllp2.4MShares$492 Million0.45% of portfolio