Spire Wealth Management Vanguard Wellington Fd U S Mom Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Spire Wealth Management holds 40 shares of VFMO stock, worth $6,985. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 36
11.11%
Holding current value
$6,985
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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