Fulcrum Equity Management Vanguard Wellington Fd U S Mom Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding VFMO
# of Institutions
129Shares Held
2.51MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$77.5 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$47.5 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$46.5 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$23.8 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.5 Million1.07% of portfolio