Castleview Partners, LLC Vanguard Wellington Fd U S Mom Transaction History
Castleview Partners, LLC
- $112 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.32MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$67.9 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$50.7 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$47.1 Million2.41% of portfolio
-
Systelligence, LLC179KShares$31.2 Million6.34% of portfolio