Motive Wealth Advisors Vanguard Wellington Fd U S Val Put Options Transaction History
Motive Wealth Advisors
- $174 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$71.1 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.4 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.4 Million3.31% of portfolio
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Sterling Manor Financial, LLC113KShares$13.4 Million9.69% of portfolio
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Milestone Advisory Partners71.3KShares$8.44 Million5.95% of portfolio