Schulz Wealth, Ltd. Vanguard Wellington Fd U S Mom Call Options Transaction History
Schulz Wealth, Ltd.
- $131 Billion
- Q1 2025
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
138Shares Held
2.73MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$73.1 Million2.21% of portfolio
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Cetera Investment Advisers Schaumburg, IL290KShares$44.2 Million0.09% of portfolio
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Strategic Financial Services, Inc, Utica, NY265KShares$40.4 Million2.61% of portfolio
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Systelligence, LLC145KShares$22.1 Million5.91% of portfolio
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Davidson Investment Advisors127KShares$19.4 Million0.99% of portfolio