Heron Financial Group, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History

Heron Financial Group, LLC

$185 Million
Q2 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PIE

# of Institutions

63

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

7.21M
Shares

$141 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

578K
Shares

$11.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

444K
Shares

$8.65 Million
0.01% of portfolio
Morgan Stanley New York, NY

344K
Shares

$6.7 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

337K
Shares

$6.58 Million
1.75% of portfolio

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