Envestnet Portfolio Solutions, Inc. Vanguard Wellington Fd U S Qua Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,337 shares of VFQY stock, worth $1.05 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,337
Previous 9,025
18.7%
Holding current value
$1.05 Million
Previous $1.24 Million
20.4%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VFQY
# of Institutions
76Shares Held
1.04MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.183KShares$26.1 Million5.09% of portfolio
-
Systelligence, LLC127KShares$18.2 Million4.85% of portfolio
-
Symmetry Partners, LLC72.7KShares$10.4 Million0.5% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA70.6KShares$10.1 Million7.08% of portfolio
-
Gyl Financial Synergies, LLC67.4KShares$9.64 Million0.71% of portfolio