Frg Family Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.66 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$757 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$745 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$734 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$473 Million0.49% of portfolio