Cpwm, LLC Vanguard Wellington Fd U S Val Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
Shares
4 transactions
Others Institutions Holding VFVA
# of Institutions
102Shares Held
2.19MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.428KShares$54.3 Million9.35% of portfolio
-
Anderson Hoagland & CO250KShares$31.7 Million2.91% of portfolio
-
Burrus Financial Services, Inc. Salt Lake City, UT204KShares$25.9 Million11.91% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.2 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.3 Million0.18% of portfolio