Arkadios Wealth Advisors Vanguard Wellington Fd U S Mom Transaction History
Arkadios Wealth Advisors
- $1.71 Billion
- Q4 2024
A detailed history of Arkadios Wealth Advisors transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Arkadios Wealth Advisors holds 1,938 shares of VFMO stock, worth $309,711. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,938
Previous 1,754
10.49%
Holding current value
$309,711
Previous $282,000
12.77%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$70.5 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$43.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$42.3 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$21.7 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$20.5 Million1.07% of portfolio