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
132Shares Held
6.78MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA599KShares$14.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY377KShares$8.94 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC360KShares$8.52 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC315KShares$7.46 Million0.01% of portfolio
-
Truist Financial Corp300KShares$7.11 Million0.01% of portfolio