Topel & Distasi Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 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 $3.35 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
12,409
Previous 12,409
-0.0%
Holding current value
$3.35 Million
Previous $3.05 Million
5.7%
% of portfolio
1.34%
Previous 1.34%
Shares
2 transactions
Others Institutions Holding VONE
# of Institutions
306Shares Held
9.79MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN800KShares$216 Million0.05% of portfolio
-
Red Cedar Investment Management, LLC679KShares$183 Million22.44% of portfolio
-
Ubs Group Ag597KShares$161 Million0.03% of portfolio
-
Morgan Stanley New York, NY538KShares$145 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC390KShares$105 Million0.01% of portfolio