Heartwood Wealth Advisors LLC Ishares Tr 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

No transaction found.

Others Institutions Holding MBB

# of Institutions

915

Shares Held

313M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$6.71 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.68 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.31 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.66 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.55 Billion
0.68% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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