Hillcrest Wealth Advisors Ny, LLC Vanguard Large Cap ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $200 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding VV
# of Institutions
1,181Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.82 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.56 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.81 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$947 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$861 Million0.07% of portfolio