Blue Zone Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Blue Zone Wealth Advisors, LLC
- $318 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.74 Billion0.51% of portfolio
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Morgan Stanley New York, NY7.54MShares$1.75 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.33MShares$1.7 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.31 Billion0.32% of portfolio
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Envestnet Asset Management Inc5.26MShares$1.22 Billion0.42% of portfolio