Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg Short Te Call Options Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SHM

# of Institutions

440

Shares Held

72.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$773 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$268 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$231 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$226 Million
0.05% of portfolio

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