Triad Wealth Partners, LLC Vanguard Wellington Fd Call Options Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFMV
# of Institutions
41Shares Held
593KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$23.3 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.9 Million0.26% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.99 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$5.14 Million3.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.6KShares$4.87 Million0.0% of portfolio