Clear Creek Financial Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Clear Creek Financial Management, LLC
- $903 Million
- Q1 2025
A detailed history of Clear Creek Financial Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 10,885 shares of VFMO stock, worth $1.66 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,885
Previous 15,100
27.91%
Holding current value
$1.66 Million
Previous $2.48 Million
33.45%
% of portfolio
0.18%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$73.1 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$59.1 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$44.2 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.4 Million2.61% of portfolio
-
Systelligence, LLC145KShares$22.1 Million5.91% of portfolio