Spire Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Spire Wealth Management holds 41 shares of VFMO stock, worth $7,186. This represents 0.0% of its overall portfolio holdings.
Number of Shares
41
Previous 40
2.5%
Holding current value
$7,186
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
149Shares Held
3.33MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$68 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$54.5 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$49 Million2.62% of portfolio
-
Systelligence, LLC179KShares$31.3 Million6.34% of portfolio