Heritage Wealth Management, Inc. Ishares Tr Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,294 shares of IEFA stock, worth $236,970. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,294
Previous 6,998
52.93%
Holding current value
$236,970
Previous $520 Million
50.53%
% of portfolio
0.08%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IEFA
# of Institutions
1,998Shares Held
1.42BCall Options Held
164KPut Options Held
52.1K-
Bank Of America Corp Charlotte, NC183MShares$13.1 Billion1.2% of portfolio
-
Morgan Stanley New York, NY100MShares$7.22 Billion0.58% of portfolio
-
Jones Financial Companies Lllp87.4MShares$6.29 Billion7.0% of portfolio
-
Wells Fargo & Company San Francisco, CA62.4MShares$4.49 Billion1.12% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.24 Billion14.41% of portfolio