Orgel Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Put Options Transaction History
Orgel Wealth Management, LLC
- $3.62 Billion
- Q1 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding ESGV
# of Institutions
621Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$297 Million0.01% of portfolio
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Visa Foundation1.63MShares$158 Million78.34% of portfolio
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Wealthfront Advisers LLC1.44MShares$140 Million0.45% of portfolio
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Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
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Morgan Stanley New York, NY848KShares$82.2 Million0.01% of portfolio