Valley Financial Management, Inc. Vanguard Bd Index Fd Inc Short Call Options Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSV
# of Institutions
1,217Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc50.3MShares$3.91 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.98 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.49 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.42 Billion0.12% of portfolio