Avantax Advisory Services, Inc. Vanguard Wellington Fd Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,676 shares of VFMV stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,676
Previous 11,250
3.79%
Holding current value
$1.43 Million
Previous $1.26 Million
5.41%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding VFMV
# of Institutions
38Shares Held
573KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$22.6 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.6 Million0.26% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.78 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$4.98 Million3.27% of portfolio
-
Umb Bank, N.A.35.8KShares$4.37 Million0.07% of portfolio