Srs Capital Advisors, Inc. Vanguard Wellington Fd Transaction History
Srs Capital Advisors, Inc.
- $1.07 Billion
- Q3 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 762 shares of VFMV stock, worth $94,259. This represents 0.01% of its overall portfolio holdings.
Number of Shares
762
Previous 757
0.66%
Holding current value
$94,259
Previous $86,000
6.98%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding VFMV
# of Institutions
41Shares Held
571KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$22.8 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.7 Million0.26% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.86 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$5.04 Million3.27% of portfolio
-
Umb Bank, N.A.35.8KShares$4.42 Million0.07% of portfolio