Heartwood Wealth Advisors LLC Vanguard Mid Cap Value Index F 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 |
|---|
Others Institutions Holding VOE
# of Institutions
1,105Shares Held
68.1MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$815 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$798 Million0.06% of portfolio
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Assetmark, Inc3.65MShares$636 Million1.76% of portfolio
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Royal Bank Of Canada Toronto, A63.19MShares$555 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.08MShares$536 Million0.04% of portfolio