Pensionmark Financial Group, LLC Vanguard Wellington Fd Us Mult Call Options Transaction History

Pensionmark Financial Group, LLC

$3.09 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VFMF

# of Institutions

67

Shares Held

1.09M

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

311K
Shares

$42 Million
4.21% of portfolio
Envestnet Asset Management Inc

211K
Shares

$28.5 Million
0.01% of portfolio
Opus Capital Group, LLC

107K
Shares

$14.4 Million
1.74% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

76.7K
Shares

$10.3 Million
1.39% of portfolio
Raymond James & Associates St Petersburg, FL

60.5K
Shares

$8.17 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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