Motive Wealth Advisors Vanguard Wellington Fd U S Val Call Options Transaction History
Motive Wealth Advisors
- $165 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 VFVA
# of Institutions
91Shares Held
2.52MCall Options Held
0Put Options Held
0-
Adviser Investments LLC615KShares$68.4 Million0.99% of portfolio
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Armbruster Capital Management, Inc.429KShares$47.7 Million10.89% of portfolio
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Anderson Hoagland & CO264KShares$29.4 Million3.22% of portfolio
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Symmetry Partners, LLC177KShares$19.7 Million1.65% of portfolio
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Sterling Manor Financial, LLC129KShares$14.4 Million11.95% of portfolio