Lyell Wealth Management, LP Vanguard Small Cap ETF Put Options Transaction History
Lyell Wealth Management, LP
- $1.09 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
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Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio