Topel & Distasi Wealth Management, LLC Vanguard Russell 2000 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 2000 Value Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 7,164 shares of VTWV stock, worth $1.04 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,164
Previous 7,164
-0.0%
Holding current value
$1.04 Million
Previous $1 Million
4.1%
% of portfolio
0.42%
Previous 0.44%
Shares
1 transactions
Others Institutions Holding VTWV
# of Institutions
153Shares Held
2.37MCall Options Held
2KPut Options Held
500-
Bank Of America Corp Charlotte, NC477KShares$69.3 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ153KShares$22.2 Million0.09% of portfolio
-
Morgan Stanley New York, NY119KShares$17.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN107KShares$15.5 Million0.0% of portfolio
-
Bragg Financial Advisors, Inc Charlotte, NC88.8KShares$12.9 Million0.54% of portfolio