Moss Adams Wealth Advisors LLC Vanguard Utilities ETF Call Options Transaction History
Moss Adams Wealth Advisors LLC
- $913 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$166 Million7.75% of portfolio
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Morgan Stanley New York, NY963KShares$155 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC710KShares$114 Million0.01% of portfolio
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Envestnet Asset Management Inc671KShares$108 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC615KShares$98.7 Million0.05% of portfolio