Iht Wealth Management, LLC Vanguard S&P Small Cap 600 Val Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
207Shares Held
6.57MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC321KShares$29.2 Million2.89% of portfolio
-
Ubs Group Ag317KShares$28.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY314KShares$28.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL248KShares$22.6 Million0.01% of portfolio
-
One Day In July LLC205KShares$18.7 Million2.01% of portfolio