Orgel Wealth Management, LLC Vanguard World Fd Esg Intl Stk Call Options Transaction History
Orgel Wealth Management, LLC
- $4.15 Billion
- Q3 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VSGX
# of Institutions
409Shares Held
21.1MCall Options Held
0Put Options Held
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Vanguard Group Inc Valley Forge, PA3.62MShares$254 Million0.0% of portfolio
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Morgan Stanley New York, NY1.51MShares$106 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.32MShares$92.4 Million0.07% of portfolio
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Leo Wealth, LLC Hurst, TX816KShares$57.3 Million4.16% of portfolio
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Leo Brokerage, LLC736KShares$51.6 Million4.46% of portfolio