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 $8.91 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
43,442
Previous 37,506
15.83%
Holding current value
$8.91 Million
Previous $7.53 Million
14.33%
% of portfolio
0.15%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,610Shares Held
94.5MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$820 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.76MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.4MShares$492 Million0.45% of portfolio