Kingswood Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Put Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding VYM
# of Institutions
1,721Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
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Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
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Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio