Transform Wealth, LLC Vanguard Wellington Fd Us Mult Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Transform Wealth, LLC holds 14,861 shares of VFMF stock, worth $1.98 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,861Holding current value
$1.98 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
70Shares Held
1.29MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO305KShares$40.6 Million4.28% of portfolio
-
Envestnet Asset Management Inc200KShares$26.6 Million0.01% of portfolio
-
Opus Capital Group, LLC106KShares$14.1 Million1.76% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX79.3KShares$10.6 Million1.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL73KShares$9.72 Million0.0% of portfolio