Heritage Wealth Advisors Msci Eafe Growth ETF Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,030Shares Held
141MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.55 Billion0.9% of portfolio
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Jones Financial Companies Lllp6.74MShares$684 Million0.62% of portfolio
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Lpl Financial LLC Fort Mill, SC6.28MShares$637 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY5.93MShares$602 Million0.05% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$550 Million5.34% of portfolio