Spire Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
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 40 shares of VFMO stock, worth $6,392. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 36
11.11%
Holding current value
$6,392
Previous $5,000
20.0%
% of portfolio
0.0%
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$70.5 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$43.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$42.3 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$21.7 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$20.5 Million1.07% of portfolio