Regent Peak Wealth Advisors LLC Vanguard S&P Small Cap 600 Val Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding VIOV
# of Institutions
175Shares Held
6.67MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC580KShares$50.7 Million5.7% of portfolio
-
Ubs Group Ag388KShares$33.9 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL362KShares$31.6 Million1.14% of portfolio
-
Atria Investments LLC Charlotte, NC356KShares$31.1 Million0.46% of portfolio
-
Morgan Stanley New York, NY297KShares$25.9 Million0.0% of portfolio