Wealthspire Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,956 shares of VIOO stock, worth $591,192. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,956
Previous 5,975
0.32%
Holding current value
$591,192
Previous $646,000
2.32%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$162 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$116 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$71.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$59.4 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$46.5 Million0.02% of portfolio