Integrated Wealth Concepts LLC Vanguard Wellington Fd U S Val Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$77.4 Million0.91% of portfolio
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Armbruster Capital Management, Inc.417KShares$53.8 Million10.05% of portfolio
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Anderson Hoagland & CO265KShares$34.2 Million3.31% of portfolio
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Sterling Manor Financial, LLC113KShares$14.6 Million9.69% of portfolio
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Milestone Advisory Partners71.3KShares$9.19 Million5.95% of portfolio