Global Wealth Strategies & Associates Vanguard Wellington Fd U S Mom Transaction History
Global Wealth Strategies & Associates
- $349 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
151Shares Held
3.38MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$111 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.349KShares$64.9 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$57.9 Million0.1% of portfolio
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Strategic Financial Services, Inc, Utica, NY279KShares$52.1 Million2.62% of portfolio
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Systelligence, LLC179KShares$33.3 Million6.34% of portfolio