Heritage Wealth Management, LLC Vanguard Extended Duration Tre Call Options Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EDV
# of Institutions
195Shares Held
18.6MCall Options Held
416KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY2.65MShares$184 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.25MShares$86.6 Million0.01% of portfolio
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Mirae Asset Global Investments Co., Ltd.1.14MShares$78.8 Million0.32% of portfolio
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Morgan Stanley New York, NY806KShares$55.9 Million0.0% of portfolio
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Adviser Investments LLC806KShares$55.9 Million0.68% of portfolio