Dakota Wealth Management Vanguard Wellington Fd U S Val Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$61.9 Million0.79% of portfolio
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Armbruster Capital Management, Inc.421KShares$48.7 Million10.14% of portfolio
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Anderson Hoagland & CO267KShares$31 Million3.4% of portfolio
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Sterling Manor Financial, LLC110KShares$12.8 Million9.58% of portfolio
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Sequoia Financial Advisors, LLC84KShares$9.73 Million0.09% of portfolio