Regent Peak Wealth Advisors LLC Vanguard S&P Mid Cap 400 Value Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$81 Million0.14% of portfolio
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Rockland Trust CO805KShares$77.7 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$26.5 Million0.0% of portfolio
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Morgan Stanley New York, NY243KShares$23.4 Million0.0% of portfolio
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Octavia Wealth Advisors, LLC177KShares$17.1 Million2.11% of portfolio