Raymond James Financial Services Advisors, Inc. Vanguard Wellington Fd Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$107.0 - $114.78 $31,030 - $33,286	-290 Reduced 13.99%	1,783 $202,000
Q1 2024 Apr 22, 2024	BUY	$103.53 - $111.89 $214,617 - $231,947	2,073 New	2,073 $231,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

573K

Call Options Held

Put Options Held

Anderson Hoagland & CO

185K
Shares

$22.6 Million
2.33% of portfolio
Foundations Investment Advisors, LLC

94.6K
Shares

$11.6 Million
0.26% of portfolio
New Edge Advisors, LLC New Orleans, LA

55.5K
Shares

$6.78 Million
0.05% of portfolio
Milestone Advisory Partners

40.8K
Shares

$4.98 Million
3.27% of portfolio
Umb Bank, N.A.

35.8K
Shares

$4.37 Million
0.07% of portfolio

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