Partners Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Partners Wealth Management, LLC
- $87.9 Billion
- Q4 2024
A detailed history of Partners Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Partners Wealth Management, LLC holds 2,307 shares of VFMO stock, worth $340,443. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,307Holding current value
$340,443% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$65.1 Million2.16% of portfolio
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Cetera Investment Advisers Schaumburg, IL270KShares$39.9 Million0.1% of portfolio
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Strategic Financial Services, Inc, Utica, NY265KShares$39.1 Million2.61% of portfolio
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Anderson Hoagland & CO136KShares$20 Million2.4% of portfolio
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Davidson Investment Advisors128KShares$18.9 Million1.07% of portfolio