Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Call Options Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VIOV
# of Institutions
184Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$43.5 Million3.96% of portfolio
-
Ubs Group Ag343KShares$34.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$30.4 Million0.0% of portfolio
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One Day In July LLC214KShares$21.5 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$19.5 Million0.01% of portfolio