Wellspring Financial Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Wellspring Financial Advisors, LLC
- $996 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
820Shares Held
161MCall Options Held
11KPut Options Held
0-
Bank Of America Corp Charlotte, NC36.4MShares$4.18 Billion0.3% of portfolio
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Avantax Advisory Services, Inc.10.1MShares$1.16 Billion6.29% of portfolio
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Morgan Stanley New York, NY7.92MShares$909 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.31MShares$839 Million0.28% of portfolio
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Tiaa Trust, National Association Charlotte, NC4.79MShares$550 Million1.37% of portfolio