Creative Planning Vanguard World Fd Esg U.S. Sto Call Options Transaction History
Creative Planning
- $106 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ESGV
# of Institutions
663Shares Held
31MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.22MShares$361 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$188 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$171 Million0.44% of portfolio
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Visa Foundation1.36MShares$152 Million100.0% of portfolio
-
Leo Wealth, LLC Hurst, TX679KShares$76.1 Million5.79% of portfolio