Martel Wealth Advisors Inc Vanguard Small Cap Value ETF 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 VBR
# of Institutions
1,476Shares Held
90.4MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.44 Billion0.27% of portfolio
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Morgan Stanley New York, NY3.88MShares$795 Million0.06% of portfolio
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Betterment LLC New York, NY3.83MShares$786 Million1.81% of portfolio
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Assetmark, Inc3.68MShares$754 Million2.09% of portfolio
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Jones Financial Companies Lllp2.35MShares$482 Million0.5% of portfolio