Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg Intl Stk Put Options Transaction History
Topel & Distasi Wealth Management, LLC
- $226 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding VSGX
# of Institutions
336Shares Held
18.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA4.23MShares$245 Million0.0% of portfolio
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Creative Planning Overland Park, KS1.15MShares$66.9 Million0.07% of portfolio
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Leo Wealth, LLC Hurst, TX760KShares$44 Million4.44% of portfolio
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Leo Brokerage, LLC736KShares$42.6 Million4.46% of portfolio
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Morgan Stanley New York, NY497KShares$28.8 Million0.0% of portfolio