Martel Wealth Advisors Inc Vanguard Mid Cap Growth Index Call Options Transaction History
Martel Wealth Advisors Inc
- $512 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VOT
# of Institutions
992Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$845 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$751 Million0.14% of portfolio
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Morgan Stanley New York, NY2.43MShares$664 Million0.04% of portfolio
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Assetmark, Inc2.19MShares$596 Million1.53% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$506 Million0.34% of portfolio