Robertson Stephens Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,464 shares of VFMO stock, worth $227,300. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,464
Previous 1,463
0.07%
Holding current value
$227,300
Previous $235,000
2.13%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$68.5 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$42 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$41.1 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$21.1 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$19.9 Million1.07% of portfolio