Perfromance Wealth Partners, LLC Vanguard Dividend Appreciation Call Options Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
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Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio