Meritas Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Call Options Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VTIP
# of Institutions
778Shares Held
140MCall Options Held
21.1KPut Options Held
1.9K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$968 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA8.1MShares$394 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$274 Million4.68% of portfolio
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Cambridge Associates LLC Boston, MA4.96MShares$241 Million11.04% of portfolio
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Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio