Heartwood Wealth Advisors LLC Invesco Exchange Traded Fd Tr Put Options Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding RDIV
# of Institutions
133Shares Held
6.47MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.19MShares$53.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC536KShares$24.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC530KShares$23.9 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA324KShares$14.6 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL248KShares$11.2 Million0.0% of portfolio