Morris Financial Concepts, Inc. Vanguard Small Cap ETF Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
1,973Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.23 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$952 Million0.24% of portfolio