Orgel Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Call Options Transaction History
Orgel Wealth Management, LLC
- $3.85 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 VIOO
# of Institutions
326Shares Held
12.5MCall Options Held
1.4KPut Options Held
2.2K-
Bank Of America Corp Charlotte, NC1.18MShares$127 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$73 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS487KShares$52.2 Million0.09% of portfolio
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Cerity Partners LLC New York, NY419KShares$44.9 Million0.11% of portfolio
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Baystate Wealth Management LLC373KShares$40 Million2.72% of portfolio