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
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
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Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio