Warren Averett Asset Management, LLC Vanguard Wellington Fd U S Mom Call Options Transaction History
Warren Averett Asset Management, LLC
- $7.99 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
3.32MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$105 Million2.32% of portfolio
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Great Valley Advisor Group, Inc.388KShares$67.9 Million1.43% of portfolio
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Cetera Investment Advisers Schaumburg, IL290KShares$50.7 Million0.09% of portfolio
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Strategic Financial Services, Inc, Utica, NY269KShares$47.1 Million2.41% of portfolio
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Systelligence, LLC179KShares$31.2 Million6.34% of portfolio