Robertson Stephens Wealth Management, LLC Vanguard Wellington Fd U S Mom Call Options Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFMO
# of Institutions
116Shares Held
2.09MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management441KShares$76.8 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$48 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.6 Million2.4% of portfolio
-
Davidson Investment Advisors129KShares$22.4 Million1.02% of portfolio
-
Cabot Wealth Management Inc114KShares$19.8 Million2.31% of portfolio