Liberty Wealth Management LLC Vanguard Industrial ETF Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
Shares
11 transactions
Others Institutions Holding VIS
# of Institutions
539Shares Held
12.9MCall Options Held
2.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$978 Million0.09% of portfolio
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Pgim Custom Harvest LLC Newark, NJ878KShares$207 Million4.4% of portfolio
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Morgan Stanley New York, NY725KShares$171 Million0.01% of portfolio
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Beacon Capital Management, Inc.626KShares$148 Million7.13% of portfolio
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Wells Fargo & Company San Francisco, CA539KShares$127 Million0.03% of portfolio