Heritage Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding BSMQ
# of Institutions
113Shares Held
5.86MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA549KShares$13 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$8.31 Million0.0% of portfolio
-
Morgan Stanley New York, NY341KShares$8.04 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC303KShares$7.14 Million0.01% of portfolio
-
Truist Financial Corp302KShares$7.11 Million0.01% of portfolio