Octavia Wealth Advisors, LLC Vanguard Scottsdale Fds Vangua Call Options Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BNDW
# of Institutions
111Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.61MShares$180 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO332KShares$23 Million0.05% of portfolio
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Aurelius Family Office LLC Bedford, NH323KShares$22.3 Million10.58% of portfolio
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Betterment LLC New York, NY310KShares$21.4 Million0.05% of portfolio
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Envestnet Asset Management Inc280KShares$19.4 Million0.01% of portfolio