International Assets Investment Management, LLC Vanguard Wellington Fd U S Mom Transaction History
International Assets Investment Management, LLC
- $1.2 Trillion
- Q4 2024
A detailed history of International Assets Investment Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, International Assets Investment Management, LLC holds 5,106 shares of VFMO stock, worth $869,194. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,106
Previous 414,285
98.77%
Holding current value
$869,194
Previous $2.57 Million
32660.49%
% of portfolio
0.07%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
116Shares Held
2.09MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management441KShares$75.1 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46.9 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.1 Million2.4% of portfolio
-
Davidson Investment Advisors129KShares$21.9 Million1.02% of portfolio
-
Cabot Wealth Management Inc114KShares$19.4 Million2.31% of portfolio