Davidson Investment Advisors Vanguard Wellington Fd U S Mom Call Options Transaction History
Davidson Investment Advisors
- $2.04 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFMO
# of Institutions
116Shares Held
2.09MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management441KShares$75.1 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46.9 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.1 Million2.4% of portfolio
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Cabot Wealth Management Inc114KShares$19.4 Million2.31% of portfolio
-
Schulz Wealth, Ltd. Mansfield, TX84.4KShares$14.4 Million10.51% of portfolio