Meredith Wealth Planning Vanguard Wellington Fd U S Mom Call Options Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VFMO
# of Institutions
114Shares Held
2.13MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.2 Million2.16% of portfolio
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Strategic Financial Services, Inc, Utica, NY276KShares$47.6 Million2.64% of portfolio
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Anderson Hoagland & CO136KShares$23.4 Million2.4% of portfolio
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Davidson Investment Advisors128KShares$22.1 Million1.07% of portfolio
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Cabot Wealth Management Inc114KShares$19.7 Million2.31% of portfolio