Keystone Wealth Services, LLC Vanguard Mun Bd Fds Tax Exempt Put Options Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio