Kestra Investment Management, LLC Vanguard Small Cap Value ETF Transaction History
Kestra Investment Management, LLC
- $2.33 Trillion
- Q3 2024
A detailed history of Kestra Investment Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 85,661 shares of VBR stock, worth $17.7 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
85,661
Previous 83,429
2.68%
Holding current value
$17.7 Million
Previous $15.2 Billion
12.95%
% of portfolio
0.74%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,575Shares Held
93.2MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.81 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$789 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$776 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$764 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$492 Million0.49% of portfolio