Topel & Distasi Wealth Management, LLC Vanguard Russell 1000 Value Et 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 Value Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 35,522 shares of VONV stock, worth $2.95 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
35,522
Previous 35,522
-0.0%
Holding current value
$2.95 Million
Previous $2.79 Million
2.65%
% of portfolio
1.19%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding VONV
# of Institutions
410Shares Held
71.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19.6MShares$1.63 Billion0.13% of portfolio
-
Morgan Stanley New York, NY4.43MShares$368 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.79MShares$316 Million0.9% of portfolio
-
Tiaa, Fsb St. Louis, MO3.23MShares$269 Million0.81% of portfolio
-
Ubs Group Ag2.62MShares$218 Million0.05% of portfolio