Nvest Financial, LLC Vanguard S&P Small Cap 600 Val Transaction History
Nvest Financial, LLC
- $158 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding VIOV
# of Institutions
172Shares Held
6.6MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC580KShares$52 Million5.7% of portfolio
-
Ubs Group Ag388KShares$34.7 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL362KShares$32.4 Million1.14% of portfolio
-
Atria Investments LLC Charlotte, NC356KShares$31.9 Million0.46% of portfolio
-
Morgan Stanley New York, NY297KShares$26.6 Million0.0% of portfolio