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 $257,327. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,674
Previous 1,328
26.05%
Holding current value
$257,327
Previous $213,000
29.11%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$67.8 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$41.6 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.7 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$20.9 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$19.7 Million1.07% of portfolio