Envestnet Asset Management Inc Vanguard Wellington Fd Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
A detailed history of Envestnet Asset Management Inc transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Envestnet Asset Management Inc holds 5,699 shares of VFMV stock, worth $702,857. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,699
Previous 8,480
32.79%
Holding current value
$702,857
Previous $963,000
28.04%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding VFMV
# of Institutions
44Shares Held
629KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO179KShares$22.1 Million2.32% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.5 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.43 Million0.06% of portfolio
-
Milestone Advisory Partners40.8KShares$5.03 Million3.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.6KShares$4.76 Million0.0% of portfolio