Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 447 shares of VFMO stock, worth $77,626. This represents 0.02% of its overall portfolio holdings.
Number of Shares
447
Previous 447
-0.0%
Holding current value
$77,626
Previous $67.2 Million
7.16%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
122Shares Held
2.21MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.6 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$46 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$23.6 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.2 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19.1 Million2.32% of portfolio