O'Brien Wealth Partners LLC Vanguard Value ETF Transaction History
O'Brien Wealth Partners LLC
- $484 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,321Shares Held
517MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.23 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.14 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio