Ae Wealth Management LLC Vanguard Wellington Fd U S Val Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
100Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$57.4 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.424KShares$45.5 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$27.9 Million3.21% of portfolio
-
Sterling Manor Financial, LLC110KShares$11.8 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$9.6 Million0.09% of portfolio