Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Call Options Transaction History
Ritholtz Wealth Management
- $3.29 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Great Valley Advisor Group, Inc.388KShares$63.8 Million1.43% of portfolio
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Cetera Investment Advisers Schaumburg, IL290KShares$47.7 Million0.09% of portfolio
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Strategic Financial Services, Inc, Utica, NY269KShares$44.3 Million2.41% of portfolio
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Systelligence, LLC145KShares$23.9 Million5.91% of portfolio
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Davidson Investment Advisors127KShares$20.9 Million0.99% of portfolio