Wr Wealth Planners, LLC Vanguard Mid Cap Value Index F Call Options Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VOE
# of Institutions
1,084Shares Held
68.4MCall Options Held
30.6KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$832 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$788 Million0.05% of portfolio
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Assetmark, Inc3.65MShares$628 Million1.76% of portfolio
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Royal Bank Of Canada Toronto, A63.13MShares$538 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.08MShares$528 Million0.04% of portfolio