Zimmermann Investment Management & Planning LLC Vanguard Wellington Fd U S Mom Put Options Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VFMO

# of Institutions

106

Shares Held

2.55M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$70.7 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$67.8 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$45.9 Million
2.67% of portfolio
Davidson Investment Advisors

208K
Shares

$34 Million
1.63% of portfolio
Anderson Hoagland & CO

137K
Shares

$22.5 Million
2.29% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

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