Heritage Wealth Management, Inc. /Ca/ Put Options Transactions in Q3 2024

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
300
New
$225.92 - $271.17 $67.8K - $81.4K
300 $81.4M
KO
Coca Cola CO

Consumer Defensive
800
New
$62.69 - $73.01 $50.2K - $58.4K
800 $57.5M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 2
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