Martel Wealth Advisors Inc Vanguard World Fd Esg U.S. Sto Call Options Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ESGV
# of Institutions
520Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$697 Million0.01% of portfolio
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Visa Foundation1.72MShares$178 Million70.92% of portfolio
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Creative Planning Overland Park, KS1.23MShares$127 Million0.12% of portfolio
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Wealthfront Advisers LLC1.08MShares$112 Million0.35% of portfolio
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Morgan Stanley New York, NY833KShares$86.2 Million0.01% of portfolio