Global Wealth Strategies & Associates Vanguard Wellington Fd U S Mom Transaction History
Global Wealth Strategies & Associates
- $330 Billion
- Q1 2025
Shares
3 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
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Systelligence, LLC145KShares$21 Million5.91% of portfolio
-
Davidson Investment Advisors128KShares$18.5 Million1.07% of portfolio