Heartwood Wealth Advisors LLC Vaneck ETF Tr Natural Resource Call Options Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HAP
# of Institutions
57Shares Held
2.03MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL616KShares$31.7 Million0.06% of portfolio
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Morton Capital Management Llc/Ca Calabasas, CA424KShares$21.8 Million4.08% of portfolio
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Iag Wealth Partners, LLC325KShares$16.7 Million2.83% of portfolio
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Cultivar Capital, Inc. Denton, TX137KShares$7.04 Million8.5% of portfolio
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Morgan Stanley New York, NY95.7KShares$4.92 Million0.0% of portfolio