Summit Financial Strategies, Inc. Vanguard Mid Cap Growth Index Call Options Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VOT
# of Institutions
977Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$809 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$718 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$635 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$570 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$476 Million0.04% of portfolio