Uptown Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History
Uptown Financial Advisors LLC
- $92.7 Billion
- Q4 2024
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 1,788 shares of VBR stock, worth $320,123. This represents 0.38% of its overall portfolio holdings.
Number of Shares
1,788Holding current value
$320,123% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
95.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.3 Billion0.31% of portfolio
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Assetmark, Inc4MShares$716 Million2.18% of portfolio
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Morgan Stanley New York, NY3.86MShares$691 Million0.05% of portfolio
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Betterment LLC New York, NY3.55MShares$635 Million1.69% of portfolio
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Jones Financial Companies Lllp2.4MShares$430 Million0.45% of portfolio