Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Glass Jacobson Investment Advisors LLC
- $275 Billion
- Q2 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 $71,542. This represents 0.02% of its overall portfolio holdings.
Number of Shares
447
Previous 447
-0.0%
Holding current value
$71,542
Previous $67.7 Million
0.71%
% of portfolio
0.02%
Previous 0.03%
Shares
1 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