Heritage Oak Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Put Options Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
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Bank Of America Corp Charlotte, NC14MShares$1.14 Billion0.1% of portfolio
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Captrust Financial Advisors Raleigh, NC8.47MShares$693 Million2.13% of portfolio
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Jpmorgan Chase & CO New York, NY7.81MShares$639 Million0.05% of portfolio