Martel Wealth Advisors Inc Vanguard Mega Cap Value 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 |
|---|
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.78 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$478 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$359 Million0.03% of portfolio
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Lincoln National Corp1.93MShares$246 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio