Steward Partners Investment Advisory, LLC Vanguard Wellington Fd U S Mom Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 $35,943. This represents 0.0% of its overall portfolio holdings.
Number of Shares
203
Previous 203
-0.0%
Holding current value
$35,943
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$76.5 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$73.4 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$48.8 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$24.3 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$22.8 Million1.02% of portfolio