Frank, Rimerman Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Frank, Rimerman Advisors LLC
- $1.4 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$71 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.3 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.4 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.4 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.43 Million5.95% of portfolio