Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Long Call Options Transaction History
Soa Wealth Advisors, Llc.
- $517 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 BLV
# of Institutions
383Shares Held
41.2MCall Options Held
28.5KPut Options Held
119K-
Envestnet Asset Management Inc9.12MShares$671 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$286 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC2.37MShares$174 Million0.08% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$168 Million0.62% of portfolio
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Lincoln National Corp2.16MShares$158 Million5.12% of portfolio