International Assets Investment Management, LLC Vanguard Wellington Fd U S Mom Transaction History
International Assets Investment Management, LLC
- $1.24 Trillion
- Q2 2025
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 9,923 shares of VFMO stock, worth $1.74 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,923
Previous 9,834
0.91%
Holding current value
$1.74 Million
Previous $1.49 Billion
14.75%
% of portfolio
0.14%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VFMO
# of Institutions
151Shares Held
3.4MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.349KShares$61.3 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$54.7 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$49.1 Million2.62% of portfolio
-
Systelligence, LLC179KShares$31.4 Million6.34% of portfolio