Heritage Financial Services, LLC Spdr S&P Aerospace & Defense E Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding XAR
# of Institutions
376Shares Held
6.62MCall Options Held
31.7KPut Options Held
5.6K-
Lpl Financial LLC Fort Mill, SC1.03MShares$170 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC769KShares$127 Million0.01% of portfolio
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Morgan Stanley New York, NY724KShares$119 Million0.01% of portfolio
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Ubs Group Ag182KShares$29.9 Million0.01% of portfolio
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Howard Capital Management Group, LLC179KShares$29.6 Million1.99% of portfolio