Drive Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
Shares
3 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