Heritage Oak Wealth Advisors LLC First Trust Small Cap Growth A Call Options Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FYC
# of Institutions
88Shares Held
3.03MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC471KShares$38.2 Million0.02% of portfolio
-
First Trust Advisors LP Wheaton, IL271KShares$22 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$17 Million4.52% of portfolio
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Royal Bank Of Canada Toronto, A6170KShares$13.8 Million0.0% of portfolio
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Morgan Stanley New York, NY168KShares$13.6 Million0.0% of portfolio