Heritage Family Offices, LLP Vaneck ETF Tr Investment Grade Call Options Transaction History
Heritage Family Offices, LLP
- $194 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 FLTR
# of Institutions
202Shares Held
42.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.22MShares$158 Million0.14% of portfolio
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Pinnacle Wealth Planning Services, Inc.3.65MShares$92.8 Million13.44% of portfolio
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Wells Fargo & Company San Francisco, CA2.85MShares$72.5 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.3MShares$58.5 Million0.03% of portfolio
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Morgan Stanley New York, NY2.18MShares$55.5 Million0.0% of portfolio