Wealth Preservation Advisors, LLC Vanguard S&P Small Cap 600 ETF Put Options Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding VIOO
# of Institutions
368Shares Held
13.6MCall Options Held
3.2KPut Options Held
500-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$77.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$68.4 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS628KShares$58 Million0.1% of portfolio
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Cerity Partners LLC New York, NY405KShares$37.4 Million0.08% of portfolio