Tria Gen Wealth Management LLC Vanguard Small Cap Value 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 VBR
# of Institutions
1,443Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.96 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$801 Million2.2% of portfolio
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Morgan Stanley New York, NY4.16MShares$782 Million0.06% of portfolio
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Assetmark, Inc3.53MShares$664 Million2.22% of portfolio
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Jones Financial Companies Lllp3.04MShares$571 Million0.79% of portfolio