Shira Ridge Wealth Management Vanguard Utilities ETF Call Options Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VPU
# of Institutions
581Shares Held
12.2MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.03MShares$175 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$166 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$114 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC621KShares$105 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC615KShares$104 Million0.05% of portfolio