Beaird Harris Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$76.7 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$73.6 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$49 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$24.4 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$22.9 Million1.02% of portfolio