Family Wealth Partners, LLC Vanguard Sht Trm Inflt Prot Fd Call Options Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VTIP
# of Institutions
752Shares Held
119MCall Options Held
21.1KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY19.3MShares$942 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
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Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
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Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio