Napa Wealth Management Vanguard Russell 2000 Growth E Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding VTWG
# of Institutions
154Shares Held
2.41MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX360KShares$74.3 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC296KShares$61.2 Million0.01% of portfolio
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Pathstone Holdings, LLC Englewood, NJ168KShares$34.6 Million0.15% of portfolio
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Cetera Investment Advisers Schaumburg, IL136KShares$28 Million0.06% of portfolio
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Assetmark, Inc125KShares$25.7 Million0.07% of portfolio