Warren Averett Asset Management, LLC Vanguard Wellington Fd U S Mom Call Options Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
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
137Shares Held
2.59MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$69.5 Million2.21% of portfolio
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Cetera Investment Advisers Schaumburg, IL270KShares$39.1 Million0.1% of portfolio
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Strategic Financial Services, Inc, Utica, NY265KShares$38.3 Million2.61% of portfolio
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Systelligence, LLC145KShares$21 Million5.91% of portfolio
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Davidson Investment Advisors128KShares$18.5 Million1.07% of portfolio