Ifp Advisors, Inc Vanguard Wellington Fd U S Mom Transaction History
Ifp Advisors, Inc
- $2.91 Billion
- Q4 2024
A detailed history of Ifp Advisors, Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ifp Advisors, Inc holds 785 shares of VFMO stock, worth $136,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
785
Previous 887
11.5%
Holding current value
$136,119
Previous $142,000
9.15%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VFMO
# of Institutions
116Shares Held
2.12MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.5 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.8 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.5 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.2 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19.1 Million2.32% of portfolio