Polaris Wealth Advisory Group, LLC Vanguard Scottsdale Fds Total Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
4 transactions
Others Institutions Holding VTC
# of Institutions
120Shares Held
8.62MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$188 Million4.99% of portfolio
-
Wedmont Private Capital999KShares$76.5 Million3.84% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA917KShares$70.1 Million1.68% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI706KShares$54.1 Million2.79% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA705KShares$53.9 Million1.51% of portfolio