Comprehensive Financial Consultants Institutional, Inc. Vanguard Wellington Fd U S Mom Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$115.65 - $134.15 $8,326 - $9,658	-72 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$126.53 - $142.48 $9,110 - $10,258	72 New	72 $8,000

Others Institutions Holding VFMO

# of Institutions

105

Shares Held

2.55M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$70.7 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$67.8 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$45.9 Million
2.67% of portfolio
Davidson Investment Advisors

208K
Shares

$34 Million
1.63% of portfolio
Anderson Hoagland & CO

137K
Shares

$22.5 Million
2.29% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

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