Heartwood Wealth Advisors LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RDIV
# of Institutions
131Shares Held
6.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$50.9 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC582KShares$28.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC551KShares$26.8 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA340KShares$16.5 Million0.0% of portfolio
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Stifel Financial Corp St. Louis, MO253KShares$12.3 Million0.01% of portfolio