Heartwood Wealth Advisors LLC Ishares Short Term National Mu 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 |
|---|
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$823 Million0.07% of portfolio
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Mercer Global Advisors Inc Denver, CO6.25MShares$661 Million1.63% of portfolio
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Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
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Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
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Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio