Morton Brown Family Wealth, LLC Vanguard S&P Small Cap 600 Val Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 28 shares of VIOV stock, worth $2,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28
Previous 28
-0.0%
Holding current value
$2,556
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VIOV
# of Institutions
173Shares Held
6.5MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC473KShares$43.2 Million4.29% of portfolio
-
Ubs Group Ag352KShares$32.1 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL320KShares$29.2 Million6.15% of portfolio
-
Atria Investments LLC Charlotte, NC315KShares$28.8 Million0.36% of portfolio
-
Morgan Stanley New York, NY293KShares$26.8 Million0.0% of portfolio