Ridgecrest Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Call Options Transaction History
Ridgecrest Wealth Partners, LLC
- $190 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 BSV
# of Institutions
1,237Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
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Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
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Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
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Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio