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
201Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.33MShares$217 Million0.02% of portfolio
-
Ae Wealth Management LLC548KShares$27.4 Million0.27% of portfolio
-
Lido Advisors, LLC Los Angeles, CA520KShares$26 Million0.13% of portfolio
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Commonwealth Equity Services, LLC335KShares$16.8 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC300KShares$15 Million0.01% of portfolio