Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Call Options Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.96 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.47 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5.4MShares$698 Million0.32% of portfolio
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Envestnet Asset Management Inc5.03MShares$650 Million0.21% of portfolio