Heritage Financial Services, LLC Spdr Ser Tr S&P Transn ETF Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding XTN
# of Institutions
93Shares Held
990KCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3348KShares$30.5 Million0.42% of portfolio
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Cercano Management LLC Bellevue, WA85.4KShares$7.49 Million0.2% of portfolio
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Morgan Stanley New York, NY75.7KShares$6.64 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC63.1KShares$5.53 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC62KShares$5.44 Million0.0% of portfolio