Holistic Planning, LLC Vanguard Whitehall Fds Intl Hi Call Options Transaction History
Holistic Planning, LLC
- $236 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 VYMI
# of Institutions
553Shares Held
48.2MCall Options Held
4KPut Options Held
86.8K-
Morgan Stanley New York, NY4.03MShares$280 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.42MShares$237 Million0.02% of portfolio
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Orgel Wealth Management, LLC2.51MShares$174 Million4.79% of portfolio
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Jane Street Group, LLC New York, NY1.87MShares$130 Million0.15% of portfolio
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Envestnet Asset Management Inc1.81MShares$125 Million0.04% of portfolio