Jeppson Wealth Management, LLC Vanguard Small Cap ETF Call Options Transaction History
Jeppson Wealth Management, LLC
- $279 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
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Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio