Heritage Wealth Advisors Lonza Group Ag Zuerich Unspons Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding LZAGY
# of Institutions
18Shares Held
879KCall Options Held
0Put Options Held
0-
Vigilant Capital Management, LLC241KShares$15.3 Million1.07% of portfolio
-
Gamma Investing LLC Foster City, CA177KShares$11.2 Million0.02% of portfolio
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Zevin Asset Management LLC138KShares$8.77 Million1.2% of portfolio
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Torray LLC109KShares$6.94 Million0.97% of portfolio
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Azimuth Capital Investment Management LLC Bloomfield Hills, MI68.5KShares$4.34 Million0.16% of portfolio