Wealthspan Partners, LLC Vanguard Mid Cap Growth Index Call Options Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VOT
# of Institutions
977Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$806 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$716 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$633 Million0.04% of portfolio
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Assetmark, Inc2.19MShares$568 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$475 Million0.04% of portfolio