Concurrent Investment Advisors, LLC Vanguard Wellington Fd U S Mom Put Options Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding VFMO
# of Institutions
154Shares Held
3.38MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management628KShares$126 Million2.39% of portfolio
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Great Valley Advisor Group, Inc.349KShares$69.7 Million1.47% of portfolio
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Cetera Investment Advisers Schaumburg, IL311KShares$62.1 Million0.1% of portfolio
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Strategic Financial Services, Inc, Utica, NY279KShares$55.8 Million2.62% of portfolio
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Systelligence, LLC179KShares$35.7 Million6.34% of portfolio