Heritage Oak Wealth Advisors LLC Ishares S&P Midcap 400 Value E 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 IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$500 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$438 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.31MShares$286 Million0.02% of portfolio
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Ubs Group Ag1.93MShares$239 Million0.05% of portfolio
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Envestnet Asset Management Inc1.8MShares$223 Million0.07% of portfolio