Wealth Plan Investment Management, LLC Vanguard Growth ETF Put Options Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.35 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.58 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.34 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.26 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.