Heartwood Wealth Advisors LLC Ishares S&P Small Cap 600 Grow Call Options Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding IJT
# of Institutions
751Shares Held
26.2MCall Options Held
12.1KPut Options Held
6.4K-
Morgan Stanley New York, NY3.12MShares$421 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$247 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$160 Million0.04% of portfolio
-
Ubs Group Ag1.13MShares$153 Million0.04% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.04MShares$141 Million0.09% of portfolio