Nova R Wealth, Inc. Vanguard Wellington Fd U S Mom Transaction History
Nova R Wealth, Inc.
- $194 Million
- Q3 2024
A detailed history of Nova R Wealth, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Nova R Wealth, Inc. holds 13,033 shares of VFMO stock, worth $2.13 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
13,033
Previous 13,671
4.67%
Holding current value
$2.13 Million
Previous $2.05 Million
2.14%
% of portfolio
1.08%
Previous 1.1%
Shares
9 transactions
Others Institutions Holding VFMO
# of Institutions
105Shares Held
2.55MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$70.7 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$67.8 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$45.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$34 Million1.63% of portfolio
-
Anderson Hoagland & CO137KShares$22.5 Million2.29% of portfolio