Compass Ion Advisors, LLC Vanguard Wellington Fd U S Mom Put Options Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.33MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$68.2 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$50.9 Million0.09% of portfolio
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Strategic Financial Services, Inc, Utica, NY279KShares$49.1 Million2.62% of portfolio
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Systelligence, LLC179KShares$31.4 Million6.34% of portfolio