Orion Portfolio Solutions, LLC Vanguard Wellington Fd U S Mom Transaction History
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
A detailed history of Orion Portfolio Solutions, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 1,684 shares of VFMO stock, worth $311,910. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,684
Previous 2,142
21.38%
Holding current value
$311,910
Previous $324,000
21.3%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
158Shares Held
3.41MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management628KShares$116 Million2.39% of portfolio
-
Great Valley Advisor Group, Inc.343KShares$63.6 Million1.47% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$55.7 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$51.9 Million2.72% of portfolio
-
Davidson Investment Advisors140KShares$25.9 Million1.19% of portfolio