Regent Peak Wealth Advisors LLC Vanguard Russell 1000 Growth E Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,773 shares of VONG stock, worth $381,676. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,773
Previous 3,773
-0.0%
Holding current value
$381,676
Previous $353,000
3.12%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VONG
# of Institutions
666Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.06 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.05 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$630 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$523 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$472 Million1.35% of portfolio