Ibex Wealth Advisors Vanguard World Fd Esg U.S. Sto Put Options Transaction History
Ibex Wealth Advisors
- $813 Million
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$297 Million0.01% of portfolio
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Visa Foundation1.63MShares$158 Million78.34% of portfolio
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Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
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Morgan Stanley New York, NY848KShares$82.2 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX694KShares$67.2 Million6.52% of portfolio