Trademark Financial Management, LLC Vanguard Dividend Appreciation Put Options Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding VIG
# of Institutions
2,254Shares Held
197MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
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Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio