Modera Wealth Management, LLC Vanguard Whitehall Fds Intl Hi Call Options Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VYMI
# of Institutions
686Shares Held
61.1MCall Options Held
6.4KPut Options Held
0-
Morgan Stanley New York, NY5.32MShares$451 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.53MShares$384 Million0.03% of portfolio
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Orgel Wealth Management, LLC2.53MShares$214 Million5.16% of portfolio
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Captrust Financial Advisors Raleigh, NC2.28MShares$193 Million0.42% of portfolio
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Wells Fargo & Company San Francisco, CA1.92MShares$163 Million0.03% of portfolio