Steward Partners Investment Advisory, LLC Vanguard Wellington Fd Us Mult Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 215 shares of VFMF stock, worth $26,178. This represents 0.0% of its overall portfolio holdings.
Number of Shares
215
Previous 215
-0.0%
Holding current value
$26,178
Previous $24,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VFMF
# of Institutions
65Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO317KShares$38.6 Million4.5% of portfolio
-
Envestnet Asset Management Inc262KShares$31.9 Million0.01% of portfolio
-
Opus Capital Group, LLC96.8KShares$11.8 Million1.79% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.83.8KShares$10.2 Million2.82% of portfolio
-
Umb Bank, N.A.61.5KShares$7.49 Million0.13% of portfolio