Polaris Wealth Advisory Group, LLC Vanguard Energy ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
24.1MCall Options Held
116KPut Options Held
20.9K-
Bank Of America Corp Charlotte, NC2.44MShares$308 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$209 Million0.02% of portfolio
-
Ubs Group Ag1.66MShares$209 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.32MShares$167 Million7.5% of portfolio
-
Wealthfront Advisers LLC991KShares$125 Million0.46% of portfolio