Big Sur Wealth Management LLC Vanguard Whitehall Fds Intl Hi Call Options Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VYMI
# of Institutions
554Shares Held
49.1MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$291 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$247 Million0.02% of portfolio
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Orgel Wealth Management, LLC2.51MShares$172 Million4.79% of portfolio
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Envestnet Asset Management Inc1.81MShares$123 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.76MShares$120 Million0.03% of portfolio