Stock
VIOV
| Ownership Count: | 393 |
| Ownership Count: | 393 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 2.87% |
Reduced 25.92%
|
320,534 | $29,914,000.0 |
| UBS Group AG | 0.01% |
Reduced 2.07%
|
315,412 | $29,436,000.0 |
| MORGAN STANLEY | 0.0% |
Added 3.89%
|
313,802 | $29,286,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
248,121 | $23,156,000.0 |
| One Day In July LLC | 2.01% |
Reduced 3.98%
|
205,441 | $19,173,000.0 |
| Octavia Wealth Advisors, LLC | 2.07% |
Reduced 0.40%
|
182,192 | $17,003,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.01% |
Added 1.48%
|
180,935 | $16,729,000.0 |
| F3Logic, LLC | 5.8% |
No Change
|
175,850 | $27,620,000.0 |
| Gallagher Benefit Services, Inc. | 5.8% |
No Change
|
175,850 | $27,620,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Reduced 11.87%
|
170,931 | $15,952,000.0 |
| Wealthfront Advisers LLC | 0.0% |
No Change
|
169,900 | $162,000.0 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.22% |
Added 1.27%
|
169,142 | $15,785,000.0 |
| Gallagher Fiduciary Advisors, LLC | 3.03% |
Reduced 14.73%
|
162,579 | $15,173,000.0 |
| ATRIA INVESTMENTS LLC | 0.2% |
Reduced 14.96%
|
160,793 | $15,006,000.0 |
| SYM FINANCIAL Corp | 1.67% |
Reduced 1.46%
|
138,083 | $12,886,000.0 |