United Financial Planning Group LLC Vanguard Total World Stk Index 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

No transaction found.

Others Institutions Holding VT

# of Institutions

1,209

Shares Held

114M

Call Options Held

314K

Put Options Held

98.6K

Rakuten Investment Management, Inc. Tokyo, M0

15.5M
Shares

$2.19 Billion
6.99% of portfolio
Schroder Investment Management Group London, X0

6.92M
Shares

$977 Million
0.78% of portfolio
Cambridge Associates LLC Boston, MA

5.55M
Shares

$784 Million
14.23% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$705 Million
0.04% of portfolio
Us Bancorp \De\

3.97M
Shares

$561 Million
0.66% of portfolio

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