Signature Estate & Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 1,674 shares of VFMO stock, worth $255,100. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,674
Previous 1,328
26.05%
Holding current value
$255,100
Previous $213,000
29.11%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
135Shares Held
2.64MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$73.1 Million2.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$41.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.4 Million2.61% of portfolio
-
Systelligence, LLC145KShares$22.1 Million5.91% of portfolio
-
Davidson Investment Advisors127KShares$19.4 Million0.99% of portfolio