Phoenix Wealth Advisors Vanguard Value ETF Transaction History
Phoenix Wealth Advisors
- $228 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,622Shares Held
562MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.1 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.64 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.72 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.6 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.39 Billion0.44% of portfolio