Transform Wealth, LLC Vanguard Wellington Fd Us Mult Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Transform Wealth, LLC holds 14,861 shares of VFMF stock, worth $2.04 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,861Holding current value
$2.04 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
70Shares Held
1.1MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO305KShares$41.9 Million4.28% of portfolio
-
Envestnet Asset Management Inc211KShares$29 Million0.01% of portfolio
-
Opus Capital Group, LLC106KShares$14.5 Million1.76% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX76.7KShares$10.5 Million1.39% of portfolio
-
Raymond James & Associates St Petersburg, FL60.5KShares$8.31 Million0.0% of portfolio