Hb Wealth Management, LLC Vanguard S&P Small Cap 600 Val Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Hb Wealth Management, LLC holds 8,742 shares of VIOV stock, worth $831,014. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,742
Previous 8,666
0.88%
Holding current value
$831,014
Previous $801,000
1.75%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
183Shares Held
6.28MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$41.1 Million3.96% of portfolio
-
Ubs Group Ag343KShares$32.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$28.8 Million0.0% of portfolio
-
One Day In July LLC214KShares$20.3 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$18.4 Million0.01% of portfolio