High Net Worth Advisory Group LLC Ishares Tr U S Utils ETF Call Options Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IDU
# of Institutions
297Shares Held
6.79MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$63.8 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$58.5 Million0.0% of portfolio
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Pgim Custom Harvest LLC Newark, NJ459KShares$47 Million0.87% of portfolio
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Bank Of America Corp Charlotte, NC402KShares$41.2 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6247KShares$25.4 Million0.0% of portfolio