Genesis Wealth Advisors, LLC Vanguard Wellington Fd U S Qua Call Options Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFQY
# of Institutions
94Shares Held
1.16MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.184KShares$27.8 Million4.83% of portfolio
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Foundations Investment Advisors, LLC123KShares$18.5 Million0.3% of portfolio
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Hobart Private Capital, LLC Charlotte, NC116KShares$17.4 Million3.77% of portfolio
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Pure Financial Advisors, LLC113KShares$17 Million0.29% of portfolio
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Gyl Financial Synergies, LLC68KShares$10.2 Million0.74% of portfolio