Martel Wealth Advisors Inc Vanguard Mega Cap Value Call Options Transaction History
Martel Wealth Advisors Inc
- $539 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding MGV
# of Institutions
543Shares Held
52.6MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$2.1 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$607 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$424 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$241 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$234 Million0.04% of portfolio