Lodestone Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Call Options Transaction History
Lodestone Wealth Management LLC
- $200 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 VTIP
# of Institutions
758Shares Held
140MCall Options Held
14.1KPut Options Held
7.6K-
Jpmorgan Chase & CO New York, NY19.3MShares$942 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY9.63MShares$471 Million0.08% of portfolio
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Sei Investments CO Oaks, PA8.28MShares$405 Million0.55% of portfolio
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Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
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Cambridge Associates LLC Boston, MA4.3MShares$210 Million7.93% of portfolio