Baron Silver Stevens Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $587 Million
- Q4 2024
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 23,984 shares of VFMF stock, worth $3.23 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
23,984
Previous 21,596
11.06%
Holding current value
$3.23 Million
Previous $2.82 Million
11.23%
% of portfolio
0.53%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding VFMF
# of Institutions
69Shares Held
1.11MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO311KShares$41.9 Million4.21% of portfolio
-
Envestnet Asset Management Inc211KShares$28.5 Million0.01% of portfolio
-
Opus Capital Group, LLC107KShares$14.4 Million1.74% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX76.7KShares$10.3 Million1.39% of portfolio
-
Raymond James & Associates St Petersburg, FL60.5KShares$8.16 Million0.0% of portfolio