Hillcrest Wealth Advisors Ny, LLC Vanguard Value ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $186 Million
- Q2 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 24,470 shares of VTV stock, worth $4.26 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
24,470
Previous 24,470
-0.0%
Holding current value
$4.26 Million
Previous $3.99 Million
1.51%
% of portfolio
2.11%
Previous 2.16%
Shares
8 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.88 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio