Heartwood Wealth Advisors LLC Ishares Tr 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

No transaction found.

Others Institutions Holding IDV

# of Institutions

464

Shares Held

82.8M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$312 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$211 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$191 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$153 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$105 Million
0.03% of portfolio

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