Wealth Preservation Advisors, LLC Vanguard Growth ETF Call Options Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VUG
# of Institutions
2,676Shares Held
257MCall Options Held
208KPut Options Held
307K-
Bank Of America Corp Charlotte, NC48.5MShares$18.4 Billion1.48% of portfolio
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Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
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Morgan Stanley New York, NY14MShares$5.3 Billion0.38% of portfolio
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Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$2.76 Billion5.82% of portfolio