Hillcrest Wealth Advisors Ny, LLC Vanguard Large Cap ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $210 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding VV
# of Institutions
1,191Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.83 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.57 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.82 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$950 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$865 Million0.07% of portfolio