Halbert Hargrove Global Advisors, LLC Vanguard Wellington Fd Us Mult Call Options Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFMF
# of Institutions
86Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$43.1 Million3.93% of portfolio
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Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
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Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
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Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
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Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio