Phoenix Wealth Advisors Ishares Core High Dividend ETF Call Options Transaction History
Phoenix Wealth Advisors
- $254 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding HDV
# of Institutions
872Shares Held
42.6MCall Options Held
867KPut Options Held
14K- 
    
      Bank Of America Corp Charlotte, NC4.5MShares$545 Million0.04% of portfolio
- 
    
      Morgan Stanley New York, NY3.3MShares$399 Million0.03% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC2.76MShares$334 Million0.11% of portfolio
- 
    
      Ubs Group Ag1.42MShares$172 Million0.03% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.28MShares$155 Million0.03% of portfolio