Heritage Wealth Management, LLC Ishares Tr Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
A detailed history of Heritage Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 52,673 shares of EMB stock, worth $4.66 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
52,673
Previous 52,915
0.46%
Holding current value
$4.66 Million
Previous $4.71 Million
0.23%
% of portfolio
2.36%
Previous 2.56%
Shares
9 transactions
Others Institutions Holding EMB
# of Institutions
893Shares Held
129MCall Options Held
6.09MPut Options Held
18.7M-
Wells Fargo & Company San Francisco, CA16.8MShares$1.48 Billion0.37% of portfolio
-
Betterment LLC New York, NY8.75MShares$774 Million2.11% of portfolio
-
Wealthfront Advisers LLC5.56MShares$492 Million1.75% of portfolio
-
Envestnet Asset Management Inc5.09MShares$451 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A65.08MShares$450 Million0.11% of portfolio