Sage Financial Management Group, Inc. Vanguard S&P Small Cap 600 ETF Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
360Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$174 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$125 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$77.1 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$63.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$50 Million0.02% of portfolio