Topel & Distasi Wealth Management, LLC Vanguard Russell 1000 Growth E Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding VONG
# of Institutions
706Shares Held
144MCall Options Held
25.7KPut Options Held
2.1K-
Bank Of America Corp Charlotte, NC30.3MShares$3.19 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.1 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$655 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC5.17MShares$545 Million0.23% of portfolio
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Tiaa Trust, National Association Charlotte, NC4.66MShares$491 Million1.35% of portfolio