Tria Gen Wealth Management LLC Vanguard Small Cap ETF Call Options Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VB
# of Institutions
1,967Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.35 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.6 Billion0.13% of portfolio
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Jones Financial Companies Lllp6.8MShares$1.51 Billion2.12% of portfolio
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Envestnet Asset Management Inc4.68MShares$1.04 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA4.38MShares$975 Million0.24% of portfolio