Axis Wealth Partners, LLC Vanguard Whitehall Fds Intl Hi Call Options Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VYMI
# of Institutions
574Shares Held
74.9MCall Options Held
4.3KPut Options Held
3.5K-
Wealthfront Advisers LLC23.9MShares$1.7 Billion1.35% of portfolio
-
Morgan Stanley New York, NY4.26MShares$304 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.62MShares$258 Million0.02% of portfolio
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Orgel Wealth Management, LLC2.59MShares$184 Million4.76% of portfolio
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Envestnet Asset Management Inc1.81MShares$129 Million0.04% of portfolio