Heritage Oak Wealth Advisors LLC Global X Fds Us Infrastructure Put Options Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding PAVE
# of Institutions
554Shares Held
131MCall Options Held
8KPut Options Held
12.2K-
Bank Of America Corp Charlotte, NC20.2MShares$907 Million0.07% of portfolio
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Bank Of Montreal Toronto, A619.5MShares$875 Million0.37% of portfolio
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Morgan Stanley New York, NY8.25MShares$370 Million0.02% of portfolio
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Harel Insurance Investments & Financial Services Ltd.6.83MShares$307 Million4.85% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L36MShares$269 Million2.33% of portfolio