Summit Wealth Partners, LLC Vanguard Small Cap Value ETF Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VBR
# of Institutions
1,492Shares Held
90.2MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.38 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$782 Million0.06% of portfolio
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Betterment LLC New York, NY3.83MShares$772 Million1.81% of portfolio
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Assetmark, Inc3.68MShares$741 Million2.09% of portfolio
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Jones Financial Companies Lllp2.35MShares$474 Million0.5% of portfolio