Principal Securities, Inc. Vanguard Wellington Fd U S Mom Transaction History
Principal Securities, Inc.
- $4.44 Trillion
- Q4 2024
A detailed history of Principal Securities, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Principal Securities, Inc. holds 3,414 shares of VFMO stock, worth $589,666. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,414
Previous 3,257
4.82%
Holding current value
$589,666
Previous $524 Million
7.04%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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
-
Davidson Investment Advisors128KShares$22.1 Million1.07% of portfolio
-
Cabot Wealth Management Inc114KShares$19.7 Million2.31% of portfolio