Heritage Wealth Advisors Spdr Ser Tr Spdr Portfolio Tip Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 02, 2021	SELL	$30.98 - $31.82 $77,883 - $79,995	-2,514 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$30.43 - $31.14 $76,501 - $78,285	2,514 New	2,514 $0

Others Institutions Holding SPIP

# of Institutions

249

Shares Held

24.5M

Call Options Held

11.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.49M
Shares

$89.9 Million
0.02% of portfolio
State Street Corp Boston, MA

1.85M
Shares

$47.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$40 Million
0.02% of portfolio
Silver Oak Securities, Inc Jackson, TN

1.27M
Shares

$32.7 Million
3.1% of portfolio
Bank Of America Corp Charlotte, NC

1.18M
Shares

$30.5 Million
0.0% of portfolio

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