Consilio Wealth Advisors, LLC Vanguard Russell 2000 Growth E Transaction History
Consilio Wealth Advisors, LLC
- $242 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding VTWG
# of Institutions
159Shares Held
2.45MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX363KShares$77.6 Million0.6% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$64.2 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ169KShares$36.1 Million0.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL137KShares$29.2 Million0.06% of portfolio
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Assetmark, Inc125KShares$26.6 Million0.07% of portfolio