Castleview Partners, LLC Vanguard Wellington Fd U S Mom Transaction History
Castleview Partners, LLC
- $146 Million
- Q1 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 $20,065. This represents 0.01% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$20,065
Previous $17,000
17.65%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
87Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.6 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.7 Million2.71% of portfolio
-
Davidson Investment Advisors203KShares$30.7 Million1.6% of portfolio
-
Anderson Hoagland & CO139KShares$20.9 Million2.34% of portfolio
-
Cabot Wealth Management Inc127KShares$19.2 Million2.53% of portfolio