Ep Wealth Advisors, LLC Vanguard Russell 3000 ETF Call Options Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VTHR
# of Institutions
166Shares Held
3.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN589KShares$145 Million0.04% of portfolio
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Gratus Capital LLC190KShares$46.9 Million2.11% of portfolio
-
Svb Wealth LLC Boston, MA156KShares$38.4 Million0.82% of portfolio
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Cerity Partners LLC New York, NY138KShares$33.9 Million0.09% of portfolio
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Morgan Stanley New York, NY128KShares$31.5 Million0.0% of portfolio