Dougherty Wealth Advisers LLC Vanguard Mid Cap Value Index F Put Options Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding VOE
# of Institutions
1,107Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$766 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$598 Million1.76% of portfolio
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Royal Bank Of Canada Toronto, A63.19MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$504 Million0.04% of portfolio