International Assets Investment Management, LLC Vanguard Wellington Fd U S Mom Transaction History
International Assets Investment Management, LLC
- $1.14 Trillion
- Q1 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 9,834 shares of VFMO stock, worth $1.68 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,834
Previous 5,106
92.6%
Holding current value
$1.68 Million
Previous $843 Million
76.92%
% of portfolio
0.13%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$82 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$66.3 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$49.5 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$46 Million2.41% of portfolio
-
Systelligence, LLC145KShares$24.8 Million5.91% of portfolio