Octavia Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Value Call Options Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.41MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$83.6 Million0.14% of portfolio
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Rockland Trust CO802KShares$80 Million3.93% of portfolio
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Bank Of America Corp Charlotte, NC274KShares$27.3 Million0.0% of portfolio
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Morgan Stanley New York, NY243KShares$24.2 Million0.0% of portfolio
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Stordahl Capital Management, Inc.165KShares$16.5 Million3.73% of portfolio