Iam Advisory, LLC Vanguard Wellington Fd U S Mom Transaction History
Iam Advisory, LLC
- $369 Million
- Q2 2024
A detailed history of Iam Advisory, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Iam Advisory, LLC holds 8,145 shares of VFMO stock, worth $1.3 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,145
Previous 8,081
0.79%
Holding current value
$1.3 Million
Previous $1.22 Million
0.08%
% of portfolio
0.33%
Previous 0.34%
Shares
2 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