Heartwood Wealth Advisors LLC Spdr S&P Kensho Future Securit Call Options Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FITE

# of Institutions

37

Shares Held

502K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

179K
Shares

$15.6 Million
0.0% of portfolio
Frederick Financial Consultants, LLC Frederick, MD

155K
Shares

$13.6 Million
7.33% of portfolio
Hughes Financial Services, LLC Herndon, VA

39.3K
Shares

$3.43 Million
0.52% of portfolio
Ubs Group Ag

23.6K
Shares

$2.06 Million
0.0% of portfolio
Core Cap Advisors, LLC Southfield, MI

17.3K
Shares

$1.51 Million
0.06% of portfolio

About SPDR S&P KENSHO FUTURE SECURIT

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