Heritage Wealth Management, Inc./Texas Ishares Core S&P U.S. Value Et Put Options Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IUSV
# of Institutions
813Shares Held
183MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.44 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.52 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$901 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$569 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$525 Million0.15% of portfolio