Sowell Financial Services LLC Vanguard Scottsdale Fds Total Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding VTC
# of Institutions
113Shares Held
8.03MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA1.81MShares$137 Million4.33% of portfolio
-
Wedmont Private Capital920KShares$69.7 Million3.71% of portfolio
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Mill Creek Capital Advisors, LLC Conshohocken, PA917KShares$69.4 Million1.68% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI723KShares$54.7 Million2.72% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA719KShares$54.4 Million1.37% of portfolio