Adviser Investments LLC Vanguard Wellington Fd U S Val Call Options Transaction History
Adviser Investments LLC
- $7.85 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.6MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.424KShares$45.6 Million9.65% of portfolio
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Anderson Hoagland & CO260KShares$28 Million3.21% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$12 Million0.13% of portfolio
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Sequoia Financial Advisors, LLC89.5KShares$9.62 Million0.09% of portfolio
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Sterling Manor Financial, LLC72.1KShares$7.75 Million7.15% of portfolio