Big Sur Wealth Management LLC Vanguard Whitehall Fds Intl Hi Call Options Transaction History
Big Sur Wealth Management LLC
- $378 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VYMI
# of Institutions
660Shares Held
55.6MCall Options Held
2.6KPut Options Held
1.8K-
Morgan Stanley New York, NY4.75MShares$389 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.96MShares$324 Million0.02% of portfolio
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Orgel Wealth Management, LLC2.53MShares$207 Million5.15% of portfolio
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Envestnet Asset Management Inc1.91MShares$156 Million0.05% of portfolio
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Captrust Financial Advisors Raleigh, NC1.86MShares$152 Million0.35% of portfolio