Atlas Capital Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Atlas Capital Advisors LLC
- $640 Billion
- Q1 2024
A detailed history of Atlas Capital Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 182 shares of VFMO stock, worth $27,458. This represents 0.0% of its overall portfolio holdings.
Number of Shares
182
Previous 182
-0.0%
Holding current value
$27,458
Previous $23.9 Million
15.22%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding VFMO
# of Institutions
87Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.6 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.7 Million2.71% of portfolio
-
Davidson Investment Advisors203KShares$30.7 Million1.6% of portfolio
-
Anderson Hoagland & CO139KShares$20.9 Million2.34% of portfolio
-
Cabot Wealth Management Inc127KShares$19.2 Million2.53% of portfolio