Independent Advisor Alliance Vanguard S&P Small Cap 600 Val Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
201Shares Held
6.82MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC354KShares$31.5 Million2.37% of portfolio
-
Aspiriant, LLC341KShares$30.3 Million0.94% of portfolio
-
Morgan Stanley New York, NY324KShares$28.8 Million0.0% of portfolio
-
Ubs Group Ag309KShares$27.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL254KShares$22.6 Million0.01% of portfolio