Castleview Partners, LLC Vanguard Wellington Fd U S Mom Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 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 $22,197. This represents 0.01% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$22,197
Previous $21,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$72.1 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$69.1 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$22.9 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$21.5 Million1.02% of portfolio