Advertisement
Screener

HTG Investment Advisors, Inc. Last Quarter Change: Foreign Options, Sold Out

HTG Investment Advisors, Inc. quarter change: Foreign Options, Sold out

In put and call options, at their filed underlying value (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, HTG Investment Advisors, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1963875): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Enavate Sciences GP, LLCUnited States$0.352B7
Vision Retirement, LLCUnited States$0.352B649
Cypress Capital, LLCUnited States$0.351B95
COLTON GROOME FINANCIAL ADVISORS, LLCUnited States$0.351B137
ACORN CAPITAL ADVISORS, LLCUnited States$0.352B22
Alaethes Wealth, LLCUnited States$0.351B124
Brown Miller Wealth Management, LLCUnited States$0.352B270
Trinity Financial Advisors LLCUnited States$0.351B89
PCJ Investment Counsel Ltd.Canada$0.352B59
Legacy Wealth Management, LLC / MSUnited States$0.351B106