Regent Peak Wealth Advisors LLC Vanguard S&P Small Cap 600 Val Call Options Transaction History
Regent Peak Wealth Advisors LLC
- $410 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding VIOV
# of Institutions
173Shares Held
6.39MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC473KShares$42.7 Million4.29% of portfolio
-
Ubs Group Ag352KShares$31.8 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL320KShares$28.9 Million6.15% of portfolio
-
Atria Investments LLC Charlotte, NC315KShares$28.4 Million0.36% of portfolio
-
Morgan Stanley New York, NY293KShares$26.5 Million0.0% of portfolio