Jfs Wealth Advisors, LLC Vanguard Wellington Fd Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 65 shares of VFMV stock, worth $8,317. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 65
-0.0%
Holding current value
$8,317
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
46Shares Held
753KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO179KShares$22.9 Million2.32% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.9 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.75 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT58KShares$7.42 Million4.37% of portfolio
-
Milestone Advisory Partners40.8KShares$5.22 Million3.27% of portfolio