Cassia Capital Partners, LLC Vanguard Wellington Fd U S Val Transaction History
Cassia Capital Partners, LLC
- $152 Million
- Q2 2024
Shares
12 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.7 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51.2 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.7 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.2 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.8 Million10.22% of portfolio