Cassia Capital Partners, LLC Vanguard Wellington Fd U S Val Call Options Transaction History
Cassia Capital Partners, LLC
- $151 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFVA
# of Institutions
92Shares Held
2.36MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$75.8 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$52.7 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$33.5 Million3.31% of portfolio
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Sterling Manor Financial, LLC113KShares$14.3 Million9.69% of portfolio
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Milestone Advisory Partners71.3KShares$9 Million5.95% of portfolio