Blake Schutter Theil Wealth Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $94.7 Billion
- Q4 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 2,423 shares of VFMO stock, worth $420,778. This represents 0.42% of its overall portfolio holdings.
Number of Shares
2,423
Previous 2,559
5.31%
Holding current value
$420,778
Previous $412 Million
3.3%
% of portfolio
0.42%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
122Shares Held
2.21MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.6 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$46 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$23.6 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.2 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19.1 Million2.32% of portfolio