Gradient Investments LLC Vanguard Wellington Fd U S Mom Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 09, 2018	BUY	N/A	250 New	250 $20,000

Others Institutions Holding VFMO

# of Institutions

112

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$76.5 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$73.4 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$48.8 Million
2.64% of portfolio
Anderson Hoagland & CO

137K
Shares

$24.3 Million
2.29% of portfolio
Davidson Investment Advisors

129K
Shares

$22.8 Million
1.02% of portfolio

About VANGUARD WELLINGTON FD U S MOM

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