Morgan Rosel Wealth Management, LLC Vanguard Wellington Fd U S Val Call Options Transaction History
Morgan Rosel Wealth Management, LLC
- $313 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.59MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$62.3 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.423KShares$51.7 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$32.2 Million3.03% of portfolio
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Equitable Holdings, Inc. New York, NY111KShares$13.6 Million0.13% of portfolio
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Milestone Advisory Partners71.3KShares$8.7 Million5.95% of portfolio