Castleview Partners, LLC Vanguard Wellington Fd U S Mom Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Castleview Partners, LLC holds 133 shares of VFMO stock, worth $21,254. This represents 0.01% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$21,254
Previous $21,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$70.5 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$43.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$42.3 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$21.7 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$20.5 Million1.07% of portfolio