Win Advisors, Inc Vanguard Wellington Fd U S Mom Transaction History
Win Advisors, Inc
- $203 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
113Shares Held
2.07MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$70.1 Million2.12% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$44.7 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$22.3 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$20.9 Million1.02% of portfolio
-
Cabot Wealth Management Inc114KShares$18.5 Million2.31% of portfolio