Polaris Wealth Advisory Group, LLC Vanguard Consumer Staples ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
5 transactions
Others Institutions Holding VDC
# of Institutions
688Shares Held
15.8MCall Options Held
5.3KPut Options Held
1.8K-
Bank Of America Corp Charlotte, NC3.95MShares$887 Million0.07% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH790KShares$177 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY549KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc462KShares$104 Million0.03% of portfolio