Certus Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Certus Wealth Management, LLC holds 8,375 shares of VFMO stock, worth $1.48 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
8,375Holding current value
$1.48 Million% of portfolio
0.95%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
131Shares Held
2.53MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$77.8 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$47.7 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$46.7 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$23.9 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.6 Million1.07% of portfolio