Sharkey, Howes & Javer Vanguard Scottsdale Fds Total Transaction History
Sharkey, Howes & Javer
- $676 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding VTC
# of Institutions
119Shares Held
8.77MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$186 Million4.99% of portfolio
-
Wedmont Private Capital999KShares$75.6 Million3.84% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA917KShares$69.3 Million1.68% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA719KShares$54.3 Million1.37% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI706KShares$53.4 Million2.79% of portfolio