Strategic Wealth Partners, Ltd. Vanguard Wellington Fd Us Mult Transaction History
Strategic Wealth Partners, Ltd.
- $1.19 Billion
- Q3 2025
A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 339 shares of VFMF stock, worth $48,992. This represents 0.0% of its overall portfolio holdings.
Number of Shares
339
Previous 339
-0.0%
Holding current value
$48,992
Previous $45,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio