Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Long Put Options Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BLV
# of Institutions
384Shares Held
42MCall Options Held
28.5KPut Options Held
141K-
Envestnet Asset Management Inc9.12MShares$641 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$274 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$167 Million0.08% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$163 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$149 Million5.15% of portfolio