Diversify Wealth Management, LLC Vanguard S&P Mid Cap 400 Value Call Options Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$86.8 Million0.14% of portfolio
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Rockland Trust CO805KShares$83.3 Million3.83% of portfolio
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Bank Of America Corp Charlotte, NC274KShares$28.4 Million0.0% of portfolio
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Morgan Stanley New York, NY243KShares$25.1 Million0.0% of portfolio
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Octavia Wealth Advisors, LLC177KShares$18.4 Million2.11% of portfolio