Wealthgate Family Office, LLC Vanguard Small Cap ETF Transaction History
Wealthgate Family Office, LLC
- $40.6 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,070Shares Held
147MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.94 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.8 Billion0.12% of portfolio
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Jones Financial Companies Lllp7.04MShares$1.77 Billion1.78% of portfolio
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Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA4.4MShares$1.1 Billion0.24% of portfolio