Wealthquest Corp Vanguard S&P Mid Cap 400 Growt Call Options Transaction History
Wealthquest Corp
- $781 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 IVOG
# of Institutions
119Shares Held
2.67MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS665KShares$72.3 Million0.16% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL191KShares$20.8 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC154KShares$16.7 Million0.01% of portfolio
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Stordahl Capital Management, Inc.141KShares$15.3 Million4.02% of portfolio
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Octavia Wealth Advisors, LLC131KShares$14.2 Million2.2% of portfolio