Waypoint Wealth Counsel Vanguard S&P Small Cap 600 ETF Call Options Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding VIOO
# of Institutions
328Shares Held
12.6MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$175 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$128 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$74.1 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS487KShares$52.9 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY419KShares$45.5 Million0.11% of portfolio