Wespac Advisors So Cal, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Wespac Advisors So Cal, LLC
- $377 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
294Shares Held
12.6MCall Options Held
4.3KPut Options Held
2.1K-
Orgel Wealth Management, LLC1.87MShares$182 Million5.38% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$114 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$67.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS471KShares$45.8 Million0.1% of portfolio
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Cerity Partners LLC New York, NY431KShares$41.9 Million0.12% of portfolio