Cwm, LLC Vanguard Wellington Fd U S Val Transaction History
Cwm, LLC
- $23.3 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$74.8 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$51.9 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$33 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$14.1 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.87 Million5.95% of portfolio