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

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.