Vital Stone Financial, LLC Renaissance Cap Greenwich Fds Transaction History

Vital Stone Financial, LLC

$141 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$24.23 - $31.23 $5,306 - $6,839	219 New	219 $13,000

Others Institutions Holding IPO

# of Institutions

71

Shares Held

898K

Call Options Held

13.3K

Put Options Held

2.6K

Tradition Wealth Management, LLC

131K
Shares

$5.1 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$4.54 Million
0.0% of portfolio
Synergy Asset Management, LLC Bellevue, WA

86.9K
Shares

$3.39 Million
0.3% of portfolio
Morgan Stanley New York, NY

74K
Shares

$2.89 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.5K
Shares

$2.68 Million
2.12% of portfolio

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