Compass Ion Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 6,959 shares of VFMO stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,959Holding current value
$1.14 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$78.9 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$63.8 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$47.7 Million0.09% of portfolio
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Strategic Financial Services, Inc, Utica, NY269KShares$44.3 Million2.41% of portfolio
-
Systelligence, LLC145KShares$23.9 Million5.91% of portfolio