Steward Partners Investment Advisory, LLC Vanguard Wellington Fd U S Mom Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 203 shares of VFMO stock, worth $35,252. This represents 0.0% of its overall portfolio holdings.
Number of Shares
203
Previous 203
-0.0%
Holding current value
$35,252
Previous $32,000
3.13%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
122Shares Held
2.21MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.6 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$46 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$23.6 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.2 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19.1 Million2.32% of portfolio