Buckingham Strategic Wealth, LLC Vanguard Wellington Fd U S Val Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Shares
5 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$77 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$53.5 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$34 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$14.5 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$9.14 Million5.95% of portfolio