Avantax Advisory Services, Inc. Vanguard Wellington Fd Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
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 15,573 shares of VFMV stock, worth $1.99 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,573
Previous 13,359
16.57%
Holding current value
$1.99 Million
Previous $1.69 Million
17.9%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding VFMV
# of Institutions
75Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO178KShares$22.8 Million2.23% of portfolio
-
Foundations Investment Advisors, LLC140KShares$17.9 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC95.6KShares$12.2 Million0.0% of portfolio
-
Martin Worley Group Cottonwood Heights, UT72.4KShares$9.27 Million5.07% of portfolio
-
New Edge Advisors, LLC New Orleans, LA67.7KShares$8.66 Million0.05% of portfolio