Heartwood Wealth Advisors LLC Alps ETF Tr Alerian Mlp ETF Put Options Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AMLP
# of Institutions
826Shares Held
112MCall Options Held
568KPut Options Held
742K-
Morgan Stanley New York, NY15.2MShares$733 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC8.45MShares$408 Million0.03% of portfolio
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Goldman Sachs Group Inc New York, NY7.55MShares$364 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA7.27MShares$351 Million0.08% of portfolio
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Proficio Capital Partners LLC Newton, MA3.37MShares$163 Million0.82% of portfolio