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My Recent Searches
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Vanguard Wellesley Income Fund (VWIN.X) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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3  1 |
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Total
shares held :
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16,917 |
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% of shares
held :
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1.88% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-1 |
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Amount
of shares held :
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-324,500 |
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% of shares
held change :
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-36.06% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GOFEN & GLOSSBERG LLC /IL/ |
375 |
- |
2022-12-31 |
15,000 |
$367,000 |
-1,912 |
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| FULTON BANK, N.A. |
503 |
- |
2024-03-31 |
8,647 |
$218,000 |
0 |
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| Strategic Investment Solutions Inc. /IL |
144 |
- |
2023-12-31 |
4,990 |
$125,000 |
-323,787 |
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| Coston McIsaac & Partners |
158 |
- |
2024-03-31 |
3,297 |
$83,000 |
17 |
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| Livelsberger Financial Advisory |
84 |
- |
2023-12-31 |
2,300 |
$57,000 |
0 |
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| MOTCO |
736 |
*Closed |
2023-12-31 |
0 |
$0 |
-756 |
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6 Records found
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1
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Page 1 of 1 |
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Download: (Current
Quarter Only)
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Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
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both Summary and Institutional Data
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