Pb Mares Wealth Management LLC Vanguard Specialized Funds Van Call Options Transaction History
Pb Mares Wealth Management LLC
- $474 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.59 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.21 Billion0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.12 Billion3.77% of portfolio
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Bank Of America Corp Charlotte, NC11.4MShares$1.12 Billion0.09% of portfolio
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Jpmorgan Chase & CO New York, NY9.98MShares$980 Million0.08% of portfolio