L.M. Kohn & Company Vanguard Wellington Fd Transaction History
L.M. Kohn & Company
- $359 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
74Shares Held
1.18MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$23 Million2.12% of portfolio
-
Foundations Investment Advisors, LLC144KShares$18.8 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC95.6KShares$12.4 Million0.0% of portfolio
-
Sequoia Financial Advisors, LLC74.5KShares$9.68 Million0.07% of portfolio
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Martin Worley Group Cottonwood Heights, UT72.4KShares$9.41 Million5.07% of portfolio