Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Small Cap ETF Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 01, 2021	SELL	$191.53 - $223.48 $249,372 - $290,970	-1,302 Closed	0 $0
Q4 2020 Jan 04, 2021	BUY	$156.0 - $196.91 $203,112 - $256,376	1,302 New	1,302 $253,000

Others Institutions Holding VB

# of Institutions

2,109

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

Bank Of America Corp Charlotte, NC

25.1M
Shares

$6.31 Billion
0.5% of portfolio
Morgan Stanley New York, NY

7.34M
Shares

$1.84 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.21M
Shares

$1.81 Billion
1.76% of portfolio
Envestnet Asset Management Inc

5.21M
Shares

$1.31 Billion
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

5.13M
Shares

$1.29 Billion
0.28% of portfolio

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