High Net Worth Advisory Group LLC Ishares Msci Usa Small Cap Min Put Options Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SMMV
# of Institutions
138Shares Held
5.84MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.26MShares$53.2 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO543KShares$22.9 Million0.05% of portfolio
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Envestnet Asset Management Inc482KShares$20.4 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$17.2 Million0.02% of portfolio
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Wealth Management Resources, Inc.289KShares$12.2 Million4.15% of portfolio