Dougherty Wealth Advisers LLC Vanguard S&P Small Cap 600 Gro Put Options Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding VIOG
# of Institutions
171Shares Held
3.33MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN394KShares$43.7 Million0.01% of portfolio
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Morgan Stanley New York, NY240KShares$26.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC208KShares$23.1 Million0.01% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO181KShares$20 Million0.3% of portfolio
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Octavia Wealth Advisors, LLC142KShares$15.7 Million2.0% of portfolio