Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 60,968 shares of VFMO stock, worth $9.76 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
60,968
Previous 64,987
6.18%
Holding current value
$9.76 Million
Previous $9.83 Million
6.86%
% of portfolio
0.27%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.2 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.6 Million2.29% of portfolio