Carl Stuart Investment Advisor, Inc Vanguard Russell 2000 Value Et Transaction History
Carl Stuart Investment Advisor, Inc
- $185 Million
- Q4 2024
A detailed history of Carl Stuart Investment Advisor, Inc transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Carl Stuart Investment Advisor, Inc holds 54,551 shares of VTWV stock, worth $7.8 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
54,551Holding current value
$7.8 Million% of portfolio
4.26%Shares
2 transactions
Others Institutions Holding VTWV
# of Institutions
169Shares Held
2.54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC453KShares$64.7 Million0.01% of portfolio
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Pathstone Holdings, LLC Englewood, NJ163KShares$23.3 Million0.11% of portfolio
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Morgan Stanley New York, NY129KShares$18.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC107KShares$15.2 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN91.1KShares$13 Million0.0% of portfolio