Avantax Advisory Services, Inc. Vanguard Wellington Fd U S Mom Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,415 shares of VFMO stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,415
Previous 6,410
0.08%
Holding current value
$1.12 Million
Previous $972,000
13.79%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VFMO
# of Institutions
149Shares Held
3.33MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$68 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$54.5 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$49 Million2.62% of portfolio
-
Systelligence, LLC179KShares$31.3 Million6.34% of portfolio