Heritage Wealth Management, Inc. J P Morgan Exchange Traded Fd Call Options Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JCPB
# of Institutions
287Shares Held
69.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$335 Million0.03% of portfolio
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Legacy Wealth Management, Inc3.02MShares$140 Million9.44% of portfolio
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Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.8 Million0.14% of portfolio
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Wms Partners, LLC1.66MShares$77.3 Million4.72% of portfolio