Leo Wealth, LLC Vanguard Wellington Fd Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Leo Wealth, LLC holds 2,418 shares of VFMV stock, worth $292,505. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,418Holding current value
$292,505% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
40Shares Held
537KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO186KShares$22.5 Million2.29% of portfolio
-
Foundations Investment Advisors, LLC56.6KShares$6.85 Million0.17% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.71 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$4.93 Million3.27% of portfolio
-
Umb Bank, N.A.34.7KShares$4.19 Million0.07% of portfolio