United Financial Planning Group LLC Vanguard Small Cap ETF Call Options Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VB
# of Institutions
2,477Shares Held
164MCall Options Held
73.6KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC24.3MShares$6.21 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$1.98 Billion0.12% of portfolio
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Wells Fargo & Company San Francisco, CA6.11MShares$1.57 Billion0.31% of portfolio
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Envestnet Asset Management Inc4.31MShares$1.1 Billion0.34% of portfolio
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Lpl Financial LLC Fort Mill, SC3.97MShares$1.02 Billion0.32% of portfolio