Atria Wealth Solutions, Inc. Vanguard Wellington Fd U S Mom Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 3,713 shares of VFMO stock, worth $607,929. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,713
Previous 2,396
54.97%
Holding current value
$607,929
Previous $362,000
53.87%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
106Shares Held
2.55MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$70.7 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$67.8 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$45.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$34 Million1.63% of portfolio
-
Anderson Hoagland & CO137KShares$22.5 Million2.29% of portfolio