Oliver Lagore Vanvalin Investment Group Innovator U.S. Equity Power Bu Transaction History
Oliver Lagore Vanvalin Investment Group
- $263 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding PJUN
# of Institutions
174Shares Held
15.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.94MShares$121 Million0.04% of portfolio
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Commonwealth Equity Services, LLC1.67MShares$68.7 Million0.09% of portfolio
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Penserra Capital Management LLC Orinda, CA1.49MShares$61.4 Million0.83% of portfolio
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Berkshire Money Management, Inc.624KShares$25.7 Million2.95% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ494KShares$20.3 Million0.04% of portfolio