Wells Financial Advisors Inc Vanguard Call Options Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VGSH
# of Institutions
917Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$832 Million0.07% of portfolio
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Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
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Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio