Destiny Wealth Partners, LLC Vanguard Wellington Fd Call Options Transaction History
Destiny Wealth Partners, LLC
- $547 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VFMV
# of Institutions
42Shares Held
558KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$20.1 Million2.22% of portfolio
-
Foundations Investment Advisors, LLC53.7KShares$6.1 Million0.17% of portfolio
-
Milestone Advisory Partners40.8KShares$4.63 Million3.27% of portfolio
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Umb Bank, N.A.34.7KShares$3.94 Million0.06% of portfolio
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Ubs Group Ag26.5KShares$3.01 Million0.0% of portfolio