Kestra Private Wealth Services, LLC Vanguard Small Cap Value ETF Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 43,442 shares of VBR stock, worth $8.84 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
43,442
Previous 37,506
15.83%
Holding current value
$8.84 Million
Previous $7.53 Million
14.33%
% of portfolio
0.15%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,687Shares Held
100MCall Options Held
57.7KPut Options Held
8.3K-
Bank Of America Corp Charlotte, NC18.5MShares$3.75 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$895 Million4.76% of portfolio
-
Assetmark, Inc4MShares$814 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$722 Million1.69% of portfolio