Heartwood Wealth Advisors LLC Spdr Portfolio Aggregate Bond Put Options Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SPAB
# of Institutions
495Shares Held
263MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
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Cwm, LLC15.1MShares$377 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$321 Million6.21% of portfolio
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Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio