One Wealth Capital Management, LLC Vanguard Wellington Fd U S Mom Transaction History
One Wealth Capital Management, LLC
- $197 Billion
- Q4 2024
A detailed history of One Wealth Capital Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 1,863 shares of VFMO stock, worth $325,354. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,863Holding current value
$325,354% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
115Shares Held
2.09MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management441KShares$77.1 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$48.2 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.7 Million2.4% of portfolio
-
Davidson Investment Advisors129KShares$22.5 Million1.02% of portfolio
-
Cabot Wealth Management Inc114KShares$19.9 Million2.31% of portfolio