Regent Peak Wealth Advisors LLC Vanguard Russell 1000 Growth E Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 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 $363,075. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,773
Previous 3,773
-0.0%
Holding current value
$363,075
Previous $294,000
11.22%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding VONG
# of Institutions
597Shares Held
144MCall Options Held
6.8KPut Options Held
3K-
Bank Of America Corp Charlotte, NC29.7MShares$2.86 Billion0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.09 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.8MShares$1.04 Billion8.4% of portfolio
-
Morgan Stanley New York, NY5.8MShares$558 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.6MShares$442 Million0.22% of portfolio