Valeo Financial Advisors, LLC Vanguard Wellington Fd U S Mom Call Options Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VFMO

# of Institutions

112

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$76.7 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$73.6 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$49 Million
2.64% of portfolio
Anderson Hoagland & CO

137K
Shares

$24.4 Million
2.29% of portfolio
Davidson Investment Advisors

129K
Shares

$22.9 Million
1.02% of portfolio

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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