New Edge Advisors, LLC Vanguard Wellington Fd Call Options Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFMV
# of Institutions
53Shares Held
1MCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$25 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$22.1 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.5 Million0.25% of portfolio
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Martin Worley Group Cottonwood Heights, UT65.6KShares$8.13 Million4.75% of portfolio
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Milestone Advisory Partners40.8KShares$5.05 Million3.27% of portfolio