Vital Stone Financial, LLC Collaborative Invt Ser Tr Adap Transaction History
Vital Stone Financial, LLC
- $134 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding RULE
# of Institutions
9Shares Held
2.11MCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA1.11MShares$23.9 Million23.75% of portfolio
-
Ae Wealth Management LLC623KShares$13.4 Million0.15% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR285KShares$6.11 Million2.82% of portfolio
-
Goldman Sachs Group Inc New York, NY61.9KShares$1.33 Million0.0% of portfolio
-
Gts Securities LLC New York, NY16.7KShares$358,0810.0% of portfolio