Carl Stuart Investment Advisor, Inc Vanguard Small Cap ETF Call Options Transaction History
Carl Stuart Investment Advisor, Inc
- $178 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.15 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.8 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.21MShares$1.77 Billion1.76% of portfolio
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Envestnet Asset Management Inc5.21MShares$1.28 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.26 Billion0.28% of portfolio