Heritage Wealth Advisors Spdr Ser Tr Spdr Portfolio Tip Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 02, 2021	SELL	N/A	-2,514 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	N/A	2,514 New	2,514 $0

Others Institutions Holding SPIP

# of Institutions

253

Shares Held

35.3M

Call Options Held

1.3K

Put Options Held

21.7K

Lincoln National Corp

8.35M
Shares

$212 Million
3.42% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

3.54M
Shares

$89.7 Million
0.12% of portfolio
State Street Corp Boston, MA

1.99M
Shares

$50.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.62M
Shares

$41.2 Million
0.02% of portfolio
Great Valley Advisor Group, Inc.

1.19M
Shares

$30.2 Million
0.95% of portfolio

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