Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Put Options Transaction History

Capital Advisors Wealth Management, LLC

$538 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$581 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$580 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$553 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$465 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.