Uma Financial Services, Inc. Vanguard Wellington Fd U S Val Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Uma Financial Services, Inc. holds 89 shares of VFVA stock, worth $10,623. This represents 0.0% of its overall portfolio holdings.
Number of Shares
89Holding current value
$10,623% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$63.8 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$50.2 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$31.9 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.2 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$10 Million0.09% of portfolio