Aevitas Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,036Shares Held
171MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.25 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.17 Billion2.14% of portfolio
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Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio