Pacific Capital Wealth Advisors, Inc Vanguard Mid Cap ETF Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,328Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
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Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
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Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
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Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
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Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio