Spire Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 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 40 shares of VFMO stock, worth $6,577. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$6,577
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$78.9 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$63.8 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$47.7 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$44.3 Million2.41% of portfolio
-
Systelligence, LLC145KShares$23.9 Million5.91% of portfolio