Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Call Options Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ESGV
# of Institutions
526Shares Held
30.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$682 Million0.01% of portfolio
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Visa Foundation1.72MShares$174 Million70.92% of portfolio
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Creative Planning Overland Park, KS1.23MShares$125 Million0.12% of portfolio
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Wealthfront Advisers LLC1.08MShares$110 Million0.35% of portfolio
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Morgan Stanley New York, NY833KShares$84.4 Million0.01% of portfolio