Topel & Distasi Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 12,409 shares of VONE stock, worth $3.22 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
12,409
Previous 12,409
-0.0%
Holding current value
$3.22 Million
Previous $2.96 Million
3.25%
% of portfolio
1.34%
Previous 1.31%
Shares
2 transactions
Others Institutions Holding VONE
# of Institutions
299Shares Held
10.2MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN792KShares$206 Million0.05% of portfolio
-
Red Cedar Investment Management, LLC682KShares$177 Million22.89% of portfolio
-
Ubs Group Ag601KShares$156 Million0.04% of portfolio
-
Morgan Stanley New York, NY567KShares$147 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC400KShares$104 Million0.01% of portfolio