Dynamic Advisor Solutions LLC Vanguard Wellington Fd Us Mult Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding VFMF
# of Institutions
70Shares Held
1.24MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO305KShares$41.7 Million4.28% of portfolio
-
Envestnet Asset Management Inc200KShares$27.3 Million0.01% of portfolio
-
Opus Capital Group, LLC106KShares$14.5 Million1.76% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX79.3KShares$10.8 Million1.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL73KShares$9.98 Million0.0% of portfolio