Heartwood Wealth Advisors LLC Spdr Portfolio Aggregate Bond 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 |
|---|
Others Institutions Holding SPAB
# of Institutions
490Shares Held
244MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$576 Million0.29% of portfolio
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Cwm, LLC15.1MShares$380 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
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Envestnet Asset Management Inc10.9MShares$274 Million0.1% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$224 Million0.59% of portfolio