Global Retirement Partners, LLC Vanguard Wellington Fd U S Val Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 2024
A detailed history of Global Retirement Partners, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Global Retirement Partners, LLC holds 135 shares of VFVA stock, worth $14,046. This represents 0.0% of its overall portfolio holdings.
Number of Shares
135
Previous 135
-0.0%
Holding current value
$14,046
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
101Shares Held
2.46MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$55.6 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.424KShares$44.1 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$27.1 Million3.21% of portfolio
-
Sterling Manor Financial, LLC110KShares$11.5 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$9.31 Million0.09% of portfolio