Oak Harbor Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.24 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.82 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.79 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.29 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.27 Billion0.28% of portfolio