Robertson Stephens Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,464 shares of VFMO stock, worth $211,284. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,464
Previous 1,464
-0.0%
Holding current value
$211,284
Previous $240,000
7.92%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
134Shares Held
2.58MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$69.3 Million2.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$39 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$38.2 Million2.61% of portfolio
-
Davidson Investment Advisors128KShares$18.5 Million1.07% of portfolio
-
Anderson Hoagland & CO119KShares$17.2 Million1.95% of portfolio