Ahrens Investment Partners LLC Vanguard Wellington Fd U S Mom Transaction History
Ahrens Investment Partners LLC
- $200 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.1 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.8 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.5 Million2.29% of portfolio