Leonard Rickey Investment Advisors P.L.L.C. Vanguard Wellington Fd Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $433 Million
- Q3 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 1,789 shares of VFMV stock, worth $218,580. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,789
Previous 1,901
5.89%
Holding current value
$218,580
Previous $216,000
0.46%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding VFMV
# of Institutions
38Shares Held
573KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$22.6 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.6 Million0.26% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.78 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$4.98 Million3.27% of portfolio
-
Umb Bank, N.A.35.8KShares$4.37 Million0.07% of portfolio