Gyl Financial Synergies, LLC Vanguard Wellington Fd U S Qua Transaction History
Gyl Financial Synergies, LLC
- $1.31 Billion
- Q3 2024
A detailed history of Gyl Financial Synergies, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 68,048 shares of VFQY stock, worth $9.53 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
68,048
Previous 67,379
0.99%
Holding current value
$9.53 Million
Previous $9.04 Million
7.6%
% of portfolio
0.74%
Previous 0.71%
Shares
11 transactions
Others Institutions Holding VFQY
# of Institutions
90Shares Held
1.06MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.185KShares$25.9 Million4.93% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC121KShares$17 Million4.05% of portfolio
-
Foundations Investment Advisors, LLC116KShares$16.3 Million0.3% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA69.6KShares$9.74 Million6.24% of portfolio
-
Genesis Wealth Advisors, LLC Braintree, MA52.1KShares$7.29 Million5.64% of portfolio