Bernardo Wealth Planning LLC Vanguard S&P Small Cap 600 Val Transaction History
Bernardo Wealth Planning LLC
- $418 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding VIOV
# of Institutions
204Shares Held
6.05MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC321KShares$24.4 Million2.89% of portfolio
-
Ubs Group Ag317KShares$24.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY314KShares$23.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL248KShares$18.9 Million0.01% of portfolio
-
One Day In July LLC205KShares$15.7 Million2.01% of portfolio