Cassady Schiller Wealth Management, LLC Vanguard Consumer Staples ETF Put Options Transaction History

Cassady Schiller Wealth Management, LLC

$259 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VDC

# of Institutions

633

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$726 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$169 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$156 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$147 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$141 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.