Beacon Harbor Wealth Advisors, Inc. Vanguard Wellington Fd Us Mult Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $384 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
59Shares Held
1.08MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO312KShares$40.5 Million4.13% of portfolio
-
Envestnet Asset Management Inc237KShares$30.8 Million0.01% of portfolio
-
Opus Capital Group, LLC98KShares$12.7 Million1.71% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX75.7KShares$9.82 Million1.49% of portfolio
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Umb Bank, N.A.61.7KShares$8.01 Million0.13% of portfolio