Atria Wealth Solutions, Inc. Vanguard Wellington Fd U S Mom Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 3,306 shares of VFMO stock, worth $513,289. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,306
Previous 2,508
31.82%
Holding current value
$513,289
Previous $403,000
34.74%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$68.5 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$42 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$41.1 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$21.1 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$19.9 Million1.07% of portfolio