Selective Wealth Management, Inc. Vanguard Consumer Discretionar Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding VCR
# of Institutions
564Shares Held
7.95MCall Options Held
14.7KPut Options Held
15.3K-
Bank Of America Corp Charlotte, NC1.39MShares$424 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY485KShares$148 Million0.01% of portfolio
-
Beacon Capital Management, Inc.453KShares$139 Million7.6% of portfolio
-
Ubs Group Ag377KShares$116 Million0.03% of portfolio
-
Morgan Stanley New York, NY376KShares$115 Million0.01% of portfolio