Heritage Wealth Management, Inc. /Ca/ Ishares S&P 100 ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $141 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 870 shares of OEF stock, worth $231,446. This represents 0.17% of its overall portfolio holdings.
Number of Shares
870
Previous 870
-0.0%
Holding current value
$231,446
Previous $230 Million
4.71%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding OEF
# of Institutions
835Shares Held
35.7MCall Options Held
9.9KPut Options Held
26.4K-
Bank Of America Corp Charlotte, NC5.87MShares$1.56 Billion0.13% of portfolio
-
Fifth Third Bancorp2.37MShares$630 Million2.3% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.21MShares$588 Million2.29% of portfolio
-
Jones Financial Companies Lllp1.88MShares$501 Million0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$398 Million0.03% of portfolio