Invenio Wealth Partners LLC Vanguard Bd Index Fd Inc Long Call Options Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BLV
# of Institutions
390Shares Held
73MCall Options Held
27.4KPut Options Held
37.7K-
Wealthfront Advisers LLC30.4MShares$2.11 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.2MShares$640 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA3.36MShares$234 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC2.53MShares$176 Million0.09% of portfolio
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Lincoln National Corp2.31MShares$161 Million5.09% of portfolio