Phillips Financial Management, LLC Vanguard Small Cap Value ETF Call Options Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.83 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$793 Million2.2% of portfolio
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Morgan Stanley New York, NY3.76MShares$780 Million0.06% of portfolio
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Betterment LLC New York, NY3.7MShares$768 Million1.78% of portfolio
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Jones Financial Companies Lllp2.38MShares$495 Million0.49% of portfolio