Mosaic Family Wealth Partners, LLC Vanguard S&P Small Cap 600 Val Call Options Transaction History
Mosaic Family Wealth Partners, LLC
- $622 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VIOV
# of Institutions
172Shares Held
6.5MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC473KShares$43.1 Million4.29% of portfolio
-
Ubs Group Ag352KShares$32 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL320KShares$29.2 Million6.15% of portfolio
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Atria Investments LLC Charlotte, NC315KShares$28.7 Million0.36% of portfolio
-
Morgan Stanley New York, NY293KShares$26.7 Million0.0% of portfolio