Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi 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 |
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Others Institutions Holding VYMI
# of Institutions
554Shares Held
49.1MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$287 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.62MShares$244 Million0.02% of portfolio
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Orgel Wealth Management, LLC2.51MShares$169 Million4.79% of portfolio
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Envestnet Asset Management Inc1.81MShares$122 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.76MShares$118 Million0.03% of portfolio