Soa Wealth Advisors, Llc. Vanguard S&P Mid Cap 400 Value 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 IVOV
# of Institutions
126Shares Held
4.36MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$83.5 Million0.15% of portfolio
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Rockland Trust CO805KShares$79.3 Million3.83% of portfolio
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Bank Of America Corp Charlotte, NC270KShares$26.6 Million0.0% of portfolio
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Morgan Stanley New York, NY249KShares$24.5 Million0.0% of portfolio
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Octavia Wealth Advisors, LLC177KShares$17.5 Million2.11% of portfolio