Concentric Wealth Management, LLC Vanguard Consumer Discretionar Put Options Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding VCR
# of Institutions
604Shares Held
8.02MCall Options Held
14.9KPut Options Held
5K-
Bank Of America Corp Charlotte, NC1.47MShares$558 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY464KShares$176 Million0.01% of portfolio
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Morgan Stanley New York, NY385KShares$146 Million0.01% of portfolio
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Pgim Custom Harvest LLC Newark, NJ366KShares$139 Million2.23% of portfolio
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Wells Fargo & Company San Francisco, CA359KShares$136 Million0.03% of portfolio