Regent Peak Wealth Advisors LLC Vanguard S&P Mid Cap 400 Value Transaction History
Regent Peak Wealth Advisors LLC
- $410 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
126Shares Held
4.35MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$80.9 Million0.15% of portfolio
-
Rockland Trust CO805KShares$76.8 Million3.83% of portfolio
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Bank Of America Corp Charlotte, NC270KShares$25.8 Million0.0% of portfolio
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Morgan Stanley New York, NY249KShares$23.8 Million0.0% of portfolio
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Stordahl Capital Management, Inc.171KShares$16.3 Million3.75% of portfolio