Integrated Wealth Concepts LLC Vanguard Small Cap Value ETF Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 22,101 shares of VBR stock, worth $4.37 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,101
Previous 21,126
4.62%
Holding current value
$4.37 Million
Previous $4.24 Million
3.25%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,702Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio