Castleview Partners, LLC Vanguard Wellington Fd U S Mom Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
A detailed history of Castleview Partners, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Castleview Partners, LLC holds 133 shares of VFMO stock, worth $21,776. This represents 0.01% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$21,776
Previous $21,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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