Uma Financial Services, Inc. Vanguard Wellington Fd U S Mom Call Options Transaction History
Uma Financial Services, Inc.
- $550 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFMO
# of Institutions
114Shares Held
2.13MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.2 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.6 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.4 Million2.4% of portfolio
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Davidson Investment Advisors128KShares$22.1 Million1.07% of portfolio
-
Cabot Wealth Management Inc114KShares$19.7 Million2.31% of portfolio