Schulz Wealth, Ltd. Vanguard Wellington Fd U S Mom Transaction History
Schulz Wealth, Ltd.
- $118 Billion
- Q2 2024
A detailed history of Schulz Wealth, Ltd. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 81,463 shares of VFMO stock, worth $13 Million. This represents 10.36% of its overall portfolio holdings.
Number of Shares
81,463
Previous 83,393
2.31%
Holding current value
$13 Million
Previous $12.6 Billion
3.01%
% of portfolio
10.36%
Previous 10.78%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.2 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.6 Million2.29% of portfolio