Heritage Financial Services, LLC Fidelity Covington Tr Msci Uti Call Options Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FUTY
# of Institutions
208Shares Held
12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.65MShares$230 Million0.02% of portfolio
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Ae Wealth Management LLC631KShares$31.2 Million0.33% of portfolio
-
Lido Advisors, LLC Los Angeles, CA528KShares$26.1 Million0.13% of portfolio
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Commonwealth Equity Services, LLC335KShares$16.6 Million0.03% of portfolio
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Q3 Asset Management324KShares$16 Million4.15% of portfolio