Cibc Private Wealth Group, LLC Vanguard Wellington Fd U S Val Transaction History
Cibc Private Wealth Group, LLC
- $53.9 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.34MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$73.3 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.421KShares$51.4 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$32.7 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.5 Million9.58% of portfolio
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Milestone Advisory Partners71.3KShares$8.7 Million5.95% of portfolio