Flagship Private Wealth, LLC Vanguard Wellington Fd U S Val Transaction History
Flagship Private Wealth, LLC
- $209 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding VFVA
# of Institutions
101Shares Held
2.4MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$57.5 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.424KShares$45.6 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$28 Million3.21% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$9.62 Million0.09% of portfolio
-
Sterling Manor Financial, LLC72.1KShares$7.75 Million7.15% of portfolio