Avantax Planning Partners, Inc. Vanguard World Fd Esg U.S. Sto Call Options Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ESGV
# of Institutions
588Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$299 Million0.01% of portfolio
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Visa Foundation1.72MShares$187 Million74.08% of portfolio
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Creative Planning Overland Park, KS1.23MShares$134 Million0.12% of portfolio
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Morgan Stanley New York, NY822KShares$89.3 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$75.4 Million6.52% of portfolio