Kestra Private Wealth Services, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,048 shares of VIOO stock, worth $331,500. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,048
Previous 3,048
-0.0%
Holding current value
$331,500
Previous $308,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding VIOO
# of Institutions
387Shares Held
13.3MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.01MShares$110 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$95.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY800KShares$87 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS621KShares$67.6 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$49.3 Million0.08% of portfolio