Wealthsource Partners, LLC Vanguard S&P Small Cap 600 Val Call Options Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VIOV
# of Institutions
196Shares Held
6.24MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC354KShares$29.6 Million2.37% of portfolio
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Morgan Stanley New York, NY324KShares$27.1 Million0.0% of portfolio
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Ubs Group Ag309KShares$25.8 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL254KShares$21.3 Million0.01% of portfolio
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One Day In July LLC206KShares$17.2 Million1.73% of portfolio