Heartwood Wealth Advisors LLC Invesco Et Seld Idxd Fd Tr Bul Put Options Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding BSCP
# of Institutions
386Shares Held
153MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA45.9MShares$945 Million4.65% of portfolio
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Ubs Group Ag8.94MShares$184 Million0.04% of portfolio
-
Morgan Stanley New York, NY5.4MShares$111 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC5.35MShares$110 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC5.2MShares$107 Million0.05% of portfolio