L.M. Kohn & Company Vanguard Wellington Fd Us Mult Transaction History
L.M. Kohn & Company
- $359 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
84Shares Held
1.39MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$42.2 Million3.93% of portfolio
-
Envestnet Asset Management Inc180KShares$25.4 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.143KShares$20.3 Million0.47% of portfolio
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Opus Capital Group, LLC105KShares$14.9 Million1.7% of portfolio
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Cambridge Investment Research Advisors, Inc.61.9KShares$8.75 Million0.03% of portfolio