Shared Vision Wealth Group LLC Vanguard Sht Trm Inflt Prot Fd 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 |
---|
Others Institutions Holding VTIP
# of Institutions
771Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$962 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$381 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$260 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$202 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio