Sonoma Private Wealth LLC Vanguard World Fd Esg U.S. Sto Put Options Transaction History
Sonoma Private Wealth LLC
- $61.9 Billion
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding ESGV
# of Institutions
617Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$313 Million0.01% of portfolio
-
Visa Foundation1.63MShares$166 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$127 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$86.6 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$70.8 Million6.52% of portfolio