Partners Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Partners Wealth Management, LLC
- $87.9 Billion
- Q4 2024
A detailed history of Partners Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Partners Wealth Management, LLC holds 2,307 shares of VFMO stock, worth $398,465. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,307Holding current value
$398,465% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
115Shares Held
2.13MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.2 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.6 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.4 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.1 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19 Million2.32% of portfolio