Soltis Investment Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Soltis Investment Advisors LLC
- $1.38 Billion
- Q3 2025
A detailed history of Soltis Investment Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,842 shares of VFMO stock, worth $711,615. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,842Holding current value
$711,615% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
158Shares Held
3.45MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management651KShares$121 Million2.31% of portfolio
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Great Valley Advisor Group, Inc.343KShares$63.6 Million1.47% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$55.7 Million0.01% of portfolio
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Strategic Financial Services, Inc, Utica, NY280KShares$51.9 Million2.72% of portfolio
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Davidson Investment Advisors140KShares$25.9 Million1.19% of portfolio