One Wealth Capital Management, LLC Vanguard Wellington Fd U S Mom Transaction History
One Wealth Capital Management, LLC
- $197 Billion
- Q4 2024
A detailed history of One Wealth Capital Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 1,863 shares of VFMO stock, worth $321,777. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,863Holding current value
$321,777% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
114Shares Held
2.13MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.2 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.6 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.4 Million2.4% of portfolio
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Davidson Investment Advisors128KShares$22.1 Million1.07% of portfolio
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Cabot Wealth Management Inc114KShares$19.7 Million2.31% of portfolio