Silver Oak Securities, Inc Vanguard Wellington Fd U S Val Transaction History
Silver Oak Securities, Inc
- $899 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$74.4 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.421KShares$52.1 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$33.1 Million3.4% of portfolio
-
Sterling Manor Financial, LLC113KShares$14 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.83 Million5.95% of portfolio