Kathmere Capital Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Kathmere Capital Management, LLC
- $798 Million
- Q2 2024
A detailed history of Kathmere Capital Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 2,427 shares of VFMO stock, worth $366,161. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,427
Previous 2,427
-0.0%
Holding current value
$366,161
Previous $367,000
0.82%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
87Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.6 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.7 Million2.71% of portfolio
-
Davidson Investment Advisors203KShares$30.7 Million1.6% of portfolio
-
Anderson Hoagland & CO139KShares$20.9 Million2.34% of portfolio
-
Cabot Wealth Management Inc127KShares$19.2 Million2.53% of portfolio