Pb Mares Wealth Management LLC Vanguard Russell 3000 ETF Call Options Transaction History
Pb Mares Wealth Management LLC
- $483 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 VTHR
# of Institutions
210Shares Held
4.36MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN627KShares$146 Million0.04% of portfolio
-
Lincoln National Corp460KShares$107 Million3.84% of portfolio
-
Cliffwater LLC Marina Del Rey, CA262KShares$60.9 Million17.97% of portfolio
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Natixis Advisors, L.P. Boston, MA213KShares$49.6 Million0.1% of portfolio
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Gratus Capital LLC195KShares$45.2 Million1.95% of portfolio