Warren Averett Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,183 shares of VFMO stock, worth $555,306. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,183
Previous 3,182
0.03%
Holding current value
$555,306
Previous $523,000
7.84%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VFMO
# of Institutions
149Shares Held
3.32MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$104 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$67.7 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$50.6 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$47 Million2.41% of portfolio
-
Systelligence, LLC179KShares$31.1 Million6.34% of portfolio