Shared Vision Wealth Group LLC Ishares Tr Call Options Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding GBF
# of Institutions
78Shares Held
1.95MCall Options Held
0Put Options Held
0-
Assetmark, Inc403KShares$41.9 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY256KShares$26.6 Million0.0% of portfolio
-
Destination Wealth Management168KShares$17.4 Million0.58% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS153KShares$15.9 Million0.25% of portfolio
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Morgan Stanley New York, NY112KShares$11.6 Million0.0% of portfolio