Fusion Family Wealth LLC Vanguard Mid Cap Value Index F Transaction History
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,106Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$823 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$806 Million0.06% of portfolio
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Assetmark, Inc3.65MShares$643 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$561 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.08MShares$541 Million0.04% of portfolio