Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 447 shares of VFMO stock, worth $76,092. This represents 0.02% of its overall portfolio holdings.
Number of Shares
447
Previous 447
-0.0%
Holding current value
$76,092
Previous $67.2 Million
7.16%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
116Shares Held
2.09MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management441KShares$75.1 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46.9 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$23.4 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$21.9 Million1.02% of portfolio
-
Cabot Wealth Management Inc114KShares$19.4 Million2.31% of portfolio