Waypoint Wealth Counsel Vanguard S&P Small Cap 600 ETF Call Options Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VIOO
# of Institutions
330Shares Held
13.3MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$183 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$141 Million0.01% of portfolio
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Morgan Stanley New York, NY688KShares$78.2 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS592KShares$67.3 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC431KShares$49 Million0.02% of portfolio