Dynamic Advisor Solutions LLC Vanguard S&P Small Cap 600 ETF Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Shares
24 transactions
Others Institutions Holding VIOO
# of Institutions
364Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$158 Million4.68% of portfolio
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Bank Of America Corp Charlotte, NC1.17MShares$114 Million0.01% of portfolio
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Morgan Stanley New York, NY722KShares$70.2 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS599KShares$58.2 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC469KShares$45.6 Million0.02% of portfolio