Dakota Wealth Management Vanguard Wellington Fd U S Val Transaction History
Dakota Wealth Management
- $4.18 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$72.1 Million0.9% of portfolio
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Armbruster Capital Management, Inc.427KShares$51.5 Million10.03% of portfolio
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Anderson Hoagland & CO264KShares$31.8 Million3.22% of portfolio
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Symmetry Partners, LLC177KShares$21.3 Million1.03% of portfolio
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Sterling Manor Financial, LLC115KShares$13.9 Million10.22% of portfolio