Cresset Asset Management, LLC Vanguard Wellington Fd U S Val Transaction History
Cresset Asset Management, LLC
- $23.6 Billion
- Q2 2024
A detailed history of Cresset Asset Management, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Cresset Asset Management, LLC holds 12,613 shares of VFVA stock, worth $1.51 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,613
Previous 11,993
5.17%
Holding current value
$1.51 Million
Previous $1.43 Million
0.35%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.3 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.5 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.1 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.7 Million10.22% of portfolio