Avion Wealth Vanguard Wellington Fd U S Mom Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Avion Wealth holds 107 shares of VFMO stock, worth $15,789. This represents 0.0% of its overall portfolio holdings.
Number of Shares
107
Previous 107
-0.0%
Holding current value
$15,789
Previous $17,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$65.1 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$39.9 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$39.1 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$20 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$18.9 Million1.07% of portfolio