Trellis Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Call Options Transaction History
Trellis Wealth Advisors 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 BND
# of Institutions
1,564Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.17 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.37 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.75 Billion6.84% of portfolio
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Jpmorgan Chase & CO New York, NY89MShares$6.55 Billion0.55% of portfolio
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Vanguard Group Inc Valley Forge, PA49.7MShares$3.66 Billion0.07% of portfolio