Walter & Keenan Wealth Management LLC Vanguard Russell 2000 Value Et Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding VTWV
# of Institutions
169Shares Held
2.54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC434KShares$63.3 Million0.0% of portfolio
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Pathstone Holdings, LLC Englewood, NJ173KShares$25.2 Million0.1% of portfolio
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Morgan Stanley New York, NY132KShares$19.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC112KShares$16.3 Million0.01% of portfolio
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Rockefeller Capital Management L.P. New York, NY92KShares$13.4 Million0.03% of portfolio