Precedent Wealth Partners, LLC Vanguard Small Cap Value ETF Call Options Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.7MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.24 Billion0.26% of portfolio
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Assetmark, Inc4.17MShares$796 Million2.15% of portfolio
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Morgan Stanley New York, NY3.93MShares$750 Million0.05% of portfolio
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Betterment LLC New York, NY3.35MShares$640 Million1.48% of portfolio
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Wells Fargo & Company San Francisco, CA1.8MShares$343 Million0.08% of portfolio