Integrated Wealth Concepts LLC Vanguard Small Cap Value ETF Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 21,126 shares of VBR stock, worth $4.23 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,126
Previous 24,938
15.29%
Holding current value
$4.23 Million
Previous $4.55 Million
6.81%
% of portfolio
0.05%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.69 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$764 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$752 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$740 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$477 Million0.49% of portfolio