Heartwood Wealth Advisors LLC Vanguard Mega Cap ETF Call Options Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MGC
# of Institutions
452Shares Held
15.3MCall Options Held
14.2KPut Options Held
1.3K-
Bank Of America Corp Charlotte, NC1.61MShares$349 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$136 Million0.01% of portfolio
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New York Life Investment Management LLC New York, NY520KShares$112 Million1.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN509KShares$110 Million0.03% of portfolio
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Wooster Corthell Wealth Management, Inc.472KShares$102 Million21.85% of portfolio