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
105Shares Held
5.36MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA491KShares$11.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY332KShares$7.86 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC303KShares$7.17 Million0.0% of portfolio
-
Truist Financial Corp299KShares$7.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC265KShares$6.27 Million0.01% of portfolio