Prw Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History
Prw Wealth Management LLC
- $263 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,075Shares Held
68.5MCall Options Held
30.6KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$800 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$758 Million0.05% of portfolio
-
Assetmark, Inc3.65MShares$604 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$518 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$508 Million0.04% of portfolio