Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Call Options Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$196 Million29.57% of portfolio
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Cable Hill Partners, LLC Portland, OR5.47MShares$172 Million18.48% of portfolio
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Bank Of America Corp Charlotte, NC5.11MShares$161 Million0.01% of portfolio
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Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$130 Million0.22% of portfolio