Global Wealth Strategies & Associates Vanguard Wellington Fd U S Mom Transaction History
Global Wealth Strategies & Associates
- $389 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
152Shares Held
3.38MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$119 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.349KShares$69.7 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$62.1 Million0.1% of portfolio
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Strategic Financial Services, Inc, Utica, NY279KShares$55.8 Million2.62% of portfolio
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Systelligence, LLC179KShares$35.7 Million6.34% of portfolio