Chicago Partners Investment Group LLC Vanguard Wellington Fd U S Mom Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 2,064 shares of VFMO stock, worth $357,897. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,064
Previous 2,062
0.1%
Holding current value
$357,897
Previous $331,000
2.42%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding VFMO
# of Institutions
116Shares Held
2.12MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.5 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.8 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.5 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.2 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19.1 Million2.32% of portfolio