Regent Peak Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
913Shares Held
32.6MCall Options Held
33.1KPut Options Held
4K-
Morgan Stanley New York, NY2.34MShares$541 Million0.04% of portfolio
-
Assetmark, Inc1.98MShares$458 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.8MShares$417 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.48MShares$343 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$288 Million0.07% of portfolio