Heritage Wealth Advisors Ishares Tr Transaction History
Heritage Wealth Advisors
- $2.72 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding IAT
# of Institutions
171Shares Held
5.64MCall Options Held
137KPut Options Held
103K-
Morgan Stanley New York, NY573KShares$24.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO408KShares$17.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC361KShares$15.3 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY286KShares$12.1 Million0.0% of portfolio
-
Us Bancorp \De\284KShares$12 Million0.02% of portfolio