Topel & Distasi Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 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 11,694 shares of VONE stock, worth $3.22 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
11,694
Previous 12,409
5.76%
Holding current value
$3.22 Million
Previous $3.23 Million
3.35%
% of portfolio
1.34%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding VONE
# of Institutions
320Shares Held
10.1MCall Options Held
700Put Options Held
400-
Ameriprise Financial Inc Minneapolis, MN800KShares$220 Million0.05% of portfolio
-
Red Cedar Investment Management, LLC675KShares$186 Million22.8% of portfolio
-
Ubs Group Ag597KShares$164 Million0.03% of portfolio
-
Morgan Stanley New York, NY538KShares$148 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC390KShares$107 Million0.01% of portfolio