Hb Wealth Management, LLC Vanguard S&P Small Cap 600 Val Transaction History
Hb Wealth Management, LLC
- $7.99 Billion
- Q1 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 8,666 shares of VIOV stock, worth $781,413. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,666
Previous 8,854
2.12%
Holding current value
$781,413
Previous $783,000
2.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VIOV
# of Institutions
169Shares Held
6.59MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC580KShares$52.3 Million5.7% of portfolio
-
Ubs Group Ag388KShares$34.9 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL362KShares$32.6 Million1.14% of portfolio
-
Atria Investments LLC Charlotte, NC356KShares$32.1 Million0.46% of portfolio
-
Morgan Stanley New York, NY297KShares$26.7 Million0.0% of portfolio