Cva Family Office, LLC Vanguard Russell 1000 Growth E Transaction History

Cva Family Office, LLC

$606 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$66.09 - $78.32 $9,384 - $11,121	142 New	142 $11,000
Q1 2023 Apr 26, 2023	BUY	$54.03 - $62.89 $7,672 - $8,930	142 New	142 $8,000

Others Institutions Holding VONG

# of Institutions

656

Shares Held

142M

Call Options Held

15.7K

Put Options Held

600

Bank Of America Corp Charlotte, NC

30M
Shares

$3.01 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.6M
Shares

$1.07 Billion
7.24% of portfolio
Morgan Stanley New York, NY

6.08M
Shares

$611 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.69M
Shares

$471 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.61M
Shares

$463 Million
1.33% of portfolio

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