Western Pacific Wealth Management, LP Vanguard Wellington Fd U S Val Call Options Transaction History
Western Pacific Wealth Management, LP
- $105 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.59MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$58.3 Million0.74% of portfolio
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Armbruster Capital Management, Inc.424KShares$48.5 Million9.65% of portfolio
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Anderson Hoagland & CO260KShares$29.8 Million3.21% of portfolio
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Equitable Holdings, Inc. New York, NY111KShares$12.7 Million0.13% of portfolio
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Sequoia Financial Advisors, LLC89.5KShares$10.2 Million0.09% of portfolio