Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 477 shares of VFMO stock, worth $69,055. This represents 0.03% of its overall portfolio holdings.
Number of Shares
477
Previous 477
-0.0%
Holding current value
$69,055
Previous $78.5 Million
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
136Shares Held
2.64MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$69.5 Million2.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$39.1 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$38.3 Million2.61% of portfolio
-
Systelligence, LLC145KShares$21 Million5.91% of portfolio
-
Davidson Investment Advisors128KShares$18.5 Million1.07% of portfolio