Partners Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Partners Wealth Management, LLC
- $87.9 Billion
- Q4 2024
A detailed history of Partners Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Partners Wealth Management, LLC holds 2,307 shares of VFMO stock, worth $354,632. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,307Holding current value
$354,632% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$67.8 Million2.16% of portfolio
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Cetera Investment Advisers Schaumburg, IL270KShares$41.6 Million0.1% of portfolio
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Strategic Financial Services, Inc, Utica, NY265KShares$40.7 Million2.61% of portfolio
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Anderson Hoagland & CO136KShares$20.9 Million2.4% of portfolio
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Davidson Investment Advisors128KShares$19.7 Million1.07% of portfolio