Defined Wealth Management, LLC Vanguard Mid Cap ETF Call Options Transaction History
Defined Wealth Management, LLC
- $148 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VO
# of Institutions
2,036Shares Held
171MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.25 Billion0.35% of portfolio
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Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
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Creative Planning Overland Park, KS8.18MShares$2.17 Billion2.14% of portfolio
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Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio