Raymond James Trust N.A. Vanguard Wellington Fd U S Val Transaction History
Raymond James Trust N.A.
- $4.55 Billion
- Q3 2024
Shares
12 transactions
Others Institutions Holding VFVA
# of Institutions
100Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$57.4 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.424KShares$45.5 Million9.65% of portfolio
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Anderson Hoagland & CO260KShares$27.9 Million3.21% of portfolio
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Sterling Manor Financial, LLC110KShares$11.8 Million9.58% of portfolio
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Sequoia Financial Advisors, LLC89.5KShares$9.6 Million0.09% of portfolio