Palo Alto Wealth Advisors, LLC Vanguard Ftse Developed Market Call Options Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VEA
# of Institutions
2,321Shares Held
2.13BCall Options Held
174KPut Options Held
609K-
Bank Of America Corp Charlotte, NC163MShares$8.16 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.29 Billion7.61% of portfolio
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Betterment LLC New York, NY125MShares$6.26 Billion15.95% of portfolio
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Envestnet Asset Management Inc94.6MShares$4.75 Billion1.66% of portfolio
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Jones Financial Companies Lllp65.1MShares$3.27 Billion3.72% of portfolio